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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 | $60,863 | $114,712-46.9% | $173,730-65.0% | $87,485-30.4% |
| Participation rate | 37.5% | 73.0%-35.5pp | 79.6%-42.1pp | 68.9%-31.4pp |
| Annual return | 11.18% | 20.18%-9.0pp | 19.96%-8.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,339 | $4,642-49.6% | $6,326-63.0% | $4,274-45.3% |
| Admin fee / account holder | $18,595 | $10,210+82.1% | $17,523+6.1% | $7,775+139.2% |