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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 | $65,920 | $63,354+4.1% | $94,105-30.0% | $82,637-20.2% |
| Participation rate | 32.0% | 63.8%-31.8pp | 71.9%-39.9pp | 68.1%-36.1pp |
| Annual return | 12.19% | 34.36%-22.2pp | 204.55%-192.4pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,542 | $2,873-46.3% | $3,881-60.3% | $4,126-62.6% |
| Admin fee / account holder | $1,290 | $5,073-74.6% | $6,199-79.2% | $7,339-82.4% |