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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,517 | $86,298-64.6% | $111,308-72.6% | $85,847-64.5% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 9.77% | 19.99%-10.2pp | 54.67%-44.9pp | 318.61%-308.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,456 | $3,641-32.6% | $4,487-45.3% | $3,952-37.9% |
| Admin fee / account holder | $6,387 | $8,189-22.0% | $7,965-19.8% | $6,261+2.0% |