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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 | $67,923 | $64,920+4.6% | $103,693-34.5% | $86,983-21.9% |
| Participation rate | 21.9% | 63.6%-41.7pp | 72.6%-50.8pp | 69.5%-47.7pp |
| Annual return | 11.71% | 30.29%-18.6pp | 47.61%-35.9pp | 25.83%-14.1pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,108 | $3,241-65.8% | $4,579-75.8% | $4,194-73.6% |
| Admin fee / account holder | $3,285 | $6,191-46.9% | $7,858-58.2% | $7,856-58.2% |