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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 | $62,988 | $81,331-22.6% | $155,534-59.5% | $80,935-22.2% |
| Participation rate | 29.7% | 66.3%-36.5pp | 78.2%-48.5pp | 67.7%-37.9pp |
| Annual return | 9.28% | 33.37%-24.1pp | 64.92%-55.6pp | 35.66%-26.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,831 | $3,454-47.0% | $5,630-67.5% | $4,299-57.4% |
| Admin fee / account holder | $12,455 | $7,999+55.7% | $15,900-21.7% | $6,924+79.9% |