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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 | $78,085 | $78,707-0.8% | $117,861-33.7% | $70,126+11.3% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 8.13% | 23.30%-15.2pp | 335.11%-327.0pp | 73.15%-65.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,125 | $3,297-5.2% | $4,482-30.3% | $3,332-6.2% |
| Admin fee / account holder | $11,490 | $5,066+126.8% | $8,021+43.3% | $4,645+147.3% |