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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 | $74,192 | $103,038-28.0% | $90,324-17.9% | $152,909-51.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 6.08% | 95.25%-89.2pp | 78.15%-72.1pp | 345.46%-339.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,660 | $4,282-14.5% | $3,885-5.8% | $5,851-37.5% |
| Admin fee / account holder | $1,490 | $6,177-75.9% | $5,356-72.2% | $11,601-87.2% |