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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 | $64,074 | $93,598-31.5% | $135,974-52.9% | $75,173-14.8% |
| Participation rate | 28.0% | 75.2%-47.2pp | 81.9%-53.9pp | 67.2%-39.2pp |
| Annual return | 12.62% | 30.89%-18.3pp | 68.30%-55.7pp | 160.72%-148.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,648 | $6,405-27.4% | $7,760-40.1% | $4,126+12.7% |
| Admin fee / account holder | $10,609 | $6,978+52.0% | $10,767-1.5% | $5,651+87.8% |