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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 | $59,355 | $73,787-19.6% | $98,716-39.9% | $82,448-28.0% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 11.91% | 18.57%-6.7pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,391 | $3,081-22.4% | $4,048-40.9% | $4,139-42.2% |
| Admin fee / account holder | $11,084 | $6,500+70.5% | $8,703+27.4% | $7,234+53.2% |