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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 | $57,583 | $67,602-14.8% | $82,312-30.0% | $70,126-17.9% |
| Participation rate | 29.6% | 72.8%-43.1pp | 76.9%-47.3pp | 69.5%-39.9pp |
| Annual return | 8.56% | 21.57%-13.0pp | 25.88%-17.3pp | 73.15%-64.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,436 | $2,987-51.9% | $3,706-61.3% | $3,332-56.9% |
| Admin fee / account holder | $6,380 | $4,512+41.4% | $5,608+13.8% | $4,645+37.3% |