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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 | $74,535-20.4% | $100,712-41.1% | $82,637-28.2% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 11.91% | 18.92%-7.0pp | 33.27%-21.4pp | 53.51%-41.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,391 | $3,074-22.2% | $4,085-41.5% | $4,126-42.1% |
| Admin fee / account holder | $11,084 | $6,576+68.6% | $9,256+19.7% | $7,339+51.0% |