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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 | $71,324 | $75,541-5.6% | $152,093-53.1% | $82,637-13.7% |
| Participation rate | 18.2% | 66.5%-48.4pp | 77.8%-59.6pp | 68.1%-49.9pp |
| Annual return | 9.44% | 32.56%-23.1pp | 66.36%-56.9pp | 53.51%-44.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,378 | $3,206-57.0% | $5,451-74.7% | $4,126-66.6% |
| Admin fee / account holder | $17,126 | $6,405+167.4% | $14,497+18.1% | $7,339+133.4% |