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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 | $69,611 | $95,453-27.1% | $112,040-37.9% | $82,448-15.6% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.5%-17.7pp | 68.1%-9.2pp |
| Annual return | 11.83% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,037 | $4,224-51.8% | $5,098-60.0% | $4,139-50.8% |
| Admin fee / account holder | $35,817 | $9,013+297.4% | $12,098+196.1% | $7,234+395.1% |