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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 | $60,994 | $51,638+18.1% | $129,406-52.9% | $80,959-24.7% |
| Participation rate | 32.1% | 56.9%-24.8pp | 69.6%-37.5pp | 67.7%-35.5pp |
| Annual return | 8.08% | 20.78%-12.7pp | 9468.18%-9460.1pp | 35.67%-27.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,944 | $2,670-27.2% | $4,167-53.4% | $4,300-54.8% |
| Admin fee / account holder | $2,068 | $4,313-52.0% | $7,689-73.1% | $6,925-70.1% |