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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 | $35,833 | $98,776-63.7% | $149,745-76.1% | $79,856-55.1% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.6pp | 69.6%-1.8pp |
| Annual return | 7.17% | 27.38%-20.2pp | 276.72%-269.6pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,809 | $5,681+143.0% | $6,843+101.8% | $3,741+269.2% |
| Admin fee / account holder | $7,938 | $6,053+31.2% | $9,312-14.7% | $5,306+49.6% |