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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 | $78,900 | $117,846-33.0% | $102,434-23.0% | $145,884-45.9% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 7.29% | 31.90%-24.6pp | 29.46%-22.2pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,810 | $5,733-68.4% | $5,055-64.2% | $6,690-72.9% |
| Admin fee / account holder | $21,551 | $13,356+61.4% | $9,462+127.8% | $13,392+60.9% |