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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 | $72,806 | $102,422-28.9% | $147,117-50.5% | $80,959-10.1% |
| Participation rate | 48.1% | 75.9%-27.8pp | 82.2%-34.1pp | 67.7%-19.6pp |
| Annual return | 11.26% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,257 | $6,652-51.0% | $8,065-59.6% | $4,300-24.3% |
| Admin fee / account holder | $8,286 | $7,953+4.2% | $12,993-36.2% | $6,925+19.6% |