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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 | $77,108 | $112,729-31.6% | $98,716-21.9% | $137,256-43.8% |
| Participation rate | 40.9% | 74.2%-33.3pp | 69.3%-28.4pp | 80.0%-39.1pp |
| Annual return | 8.99% | 38.48%-29.5pp | 31.81%-22.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,291 | $4,640-72.2% | $4,048-68.1% | $6,407-79.8% |
| Admin fee / account holder | $30,025 | $10,129+196.4% | $8,703+245.0% | $12,270+144.7% |