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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 | $66,869 | $111,535-40.0% | $105,223-36.5% | $137,256-51.3% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.8pp | 80.0%-65.7pp |
| Annual return | 10.52% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,467 | $5,500-55.1% | $5,072-51.4% | $6,407-61.5% |
| Admin fee / account holder | $24,400 | $9,721+151.0% | $8,859+175.4% | $12,270+98.9% |