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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 | $76,653 | $78,707-2.6% | $117,861-35.0% | $70,126+9.3% |
| Participation rate | 56.0% | 73.2%-17.2pp | 79.7%-23.7pp | 69.5%-13.5pp |
| Annual return | 5.79% | 23.30%-17.5pp | 335.11%-329.3pp | 73.15%-67.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,779 | $3,297-15.7% | $4,482-38.0% | $3,332-16.6% |
| Admin fee / account holder | $13,166 | $5,066+159.9% | $8,021+64.2% | $4,645+183.4% |