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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 | $69,554 | $87,166-20.2% | $76,735-9.4% | $137,256-49.3% |
| Participation rate | 23.8% | 74.4%-50.5pp | 69.5%-45.7pp | 80.0%-56.2pp |
| Annual return | 2.79% | 26.50%-23.7pp | 29.77%-27.0pp | 220.34%-217.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,310 | $4,726-72.3% | $4,088-67.9% | $6,407-79.5% |
| Admin fee / account holder | $610 | $8,403-92.7% | $7,189-91.5% | $12,270-95.0% |