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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 | $101,950-35.9% | $125,529-48.0% | $86,983-24.9% |
| Participation rate | 66.1% | 70.2%-4.1pp | 74.7%-8.7pp | 69.5%-3.5pp |
| Annual return | 5.29% | 18.29%-13.0pp | 202.56%-197.3pp | 25.83%-20.5pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,826 | $3,862-52.7% | $4,813-62.1% | $4,194-56.5% |
| Admin fee / account holder | $11,793 | $12,791-7.8% | $16,298-27.6% | $7,856+50.1% |