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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 | $61,362 | $136,860-55.2% | $120,344-49.0% | $154,746-60.3% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 6.71% | 21.38%-14.7pp | 20.30%-13.6pp | 172.34%-165.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,597 | $5,793-20.6% | $5,135-10.5% | $6,730-31.7% |
| Admin fee / account holder | $55,822 | $15,393+262.7% | $12,742+338.1% | $14,365+288.6% |