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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 | $65,309 | $94,031-30.5% | $115,768-43.6% | $82,448-20.8% |
| Participation rate | 66.1% | 70.4%-4.3pp | 74.4%-8.3pp | 68.1%-2.0pp |
| Annual return | 5.29% | 20.61%-15.3pp | 100.46%-95.2pp | 41.64%-36.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,826 | $3,972-54.0% | $4,917-62.9% | $4,139-55.9% |
| Admin fee / account holder | $11,793 | $10,249+15.1% | $12,439-5.2% | $7,234+63.0% |