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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 | $71,705 | $87,132-17.7% | $105,624-32.1% | $80,959-11.4% |
| Participation rate | 29.6% | 70.4%-40.8pp | 75.3%-45.6pp | 67.7%-38.0pp |
| Annual return | 3.09% | 17.03%-13.9pp | 116.20%-113.1pp | 35.67%-32.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,590 | $3,985-9.9% | $5,013-28.4% | $4,300-16.5% |
| Admin fee / account holder | $11,817 | $8,449+39.9% | $10,961+7.8% | $6,925+70.6% |