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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 | $72,037 | $61,605+16.9% | $112,273-35.8% | $75,173-4.2% |
| Participation rate | 29.3% | 61.7%-32.4pp | 72.4%-43.1pp | 67.2%-37.9pp |
| Annual return | 10.63% | 28.47%-17.8pp | 30.23%-19.6pp | 160.72%-150.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,028 | $3,108-2.6% | $4,800-36.9% | $4,126-26.6% |
| Admin fee / account holder | $2,062 | $4,862-57.6% | $7,752-73.4% | $5,651-63.5% |