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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 | $69,107 | $116,190-40.5% | $93,614-26.2% | $152,885-54.8% |
| Participation rate | 63.2% | 78.0%-14.9pp | 75.8%-12.7pp | 82.5%-19.3pp |
| Annual return | 3.84% | 35.96%-32.1pp | 32.76%-28.9pp | 345.39%-341.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,904 | $4,604-58.6% | $4,069-53.2% | $5,851-67.5% |
| Admin fee / account holder | $2,996 | $10,749-72.1% | $7,889-62.0% | $11,598-74.2% |