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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 | $70,405 | $106,247-33.7% | $96,515-27.1% | $139,466-49.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 10.24% | 38.47%-28.2pp | 35.73%-25.5pp | 373.66%-363.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,282 | $5,456-58.2% | $4,880-53.2% | $6,712-66.0% |
| Admin fee / account holder | $45,384 | $7,885+475.6% | $6,735+573.8% | $11,409+297.8% |