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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 | $71,533 | $110,137-35.1% | $161,149-55.6% | $82,637-13.4% |
| Participation rate | 65.9% | 72.4%-6.4pp | 78.8%-12.9pp | 68.1%-2.1pp |
| Annual return | 9.52% | 20.69%-11.2pp | 21.16%-11.6pp | 53.51%-44.0pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,456 | $4,575+19.3% | $6,153-11.3% | $4,126+32.2% |
| Admin fee / account holder | $36,192 | $9,467+282.3% | $15,194+138.2% | $7,339+393.2% |