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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 | $75,562 | $93,617-19.3% | $135,982-44.4% | $75,177+0.5% |
| Participation rate | 53.5% | 75.2%-21.7pp | 81.9%-28.4pp | 67.2%-13.7pp |
| Annual return | 13.73% | 30.89%-17.2pp | 68.32%-54.6pp | 160.75%-147.0pp |
| Employer contribution / active EE | $1,899 | $3,538-46.3% | $4,859-60.9% | $2,671-28.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,413 | $6,980-65.4% | $10,767-77.6% | $5,651-57.3% |