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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 | $60,636 | $72,273-16.1% | $101,275-40.1% | $79,856-24.1% |
| Participation rate | 45.0% | 68.5%-23.5pp | 75.8%-30.8pp | 69.6%-24.6pp |
| Annual return | 6.45% | 22.30%-15.8pp | 46.48%-40.0pp | 31.71%-25.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,408 | $3,282+3.9% | $4,371-22.0% | $3,741-8.9% |
| Admin fee / account holder | $32,274 | $4,401+633.3% | $5,948+442.6% | $5,306+508.2% |