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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 | $64,662 | $75,541-14.4% | $152,093-57.5% | $82,637-21.8% |
| Participation rate | 14.0% | 66.5%-52.5pp | 77.8%-63.7pp | 68.1%-54.0pp |
| Annual return | 10.26% | 32.56%-22.3pp | 66.36%-56.1pp | 53.51%-43.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $927 | $3,206-71.1% | $5,451-83.0% | $4,126-77.5% |
| Admin fee / account holder | $12,395 | $6,405+93.5% | $14,497-14.5% | $7,339+68.9% |