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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 | $67,835 | $72,492-6.4% | $87,104-22.1% | $72,975-7.0% |
| Participation rate | 32.1% | 72.8%-40.7pp | 76.9%-44.7pp | 69.5%-37.3pp |
| Annual return | 15.20% | 24.46%-9.3pp | 28.19%-13.0pp | 81.01%-65.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,489 | $3,270-23.9% | $4,048-38.5% | $3,608-31.0% |
| Admin fee / account holder | $1,104 | $5,055-78.2% | $7,491-85.3% | $5,124-78.5% |