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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 | $59,816 | $93,598-36.1% | $135,974-56.0% | $75,173-20.4% |
| Participation rate | 57.1% | 75.2%-18.1pp | 81.9%-24.8pp | 67.2%-10.1pp |
| Annual return | 9.27% | 30.89%-21.6pp | 68.30%-59.0pp | 160.72%-151.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,535 | $6,405-60.4% | $7,760-67.3% | $4,126-38.6% |
| Admin fee / account holder | $659 | $6,978-90.6% | $10,767-93.9% | $5,651-88.3% |