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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 | $68,790 | $72,273-4.8% | $101,275-32.1% | $79,856-13.9% |
| Participation rate | 44.8% | 68.5%-23.6pp | 75.8%-31.0pp | 69.6%-24.8pp |
| Annual return | 10.00% | 22.30%-12.3pp | 46.48%-36.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,965 | $3,282-40.1% | $4,371-55.0% | $3,741-47.5% |
| Admin fee / account holder | $5,935 | $4,401+34.8% | $5,948-0.2% | $5,306+11.8% |