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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 | $70,574 | $52,279+35.0% | $89,414-21.1% | $79,852-11.6% |
| Participation rate | 43.2% | 57.5%-14.3pp | 68.0%-24.7pp | 69.6%-26.4pp |
| Annual return | 10.24% | 22.16%-11.9pp | 245.50%-235.3pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,511 | $2,740-44.8% | $3,890-61.1% | $3,740-59.6% |
| Admin fee / account holder | $18,508 | $3,356+451.4% | $4,883+279.0% | $5,306+248.8% |