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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 | $83,556 | $86,938-3.9% | $102,423-18.4% | $80,925+3.3% |
| Participation rate | 10.0% | 72.4%-62.4pp | 76.5%-66.5pp | 67.7%-57.7pp |
| Annual return | 7.25% | 18.89%-11.6pp | 29.42%-22.2pp | 35.65%-28.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $320 | $8,053-96.0% | $9,455-96.6% | $6,940-95.4% |