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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 | $70,978 | $80,985-12.4% | $96,576-26.5% | $75,181-5.6% |
| Participation rate | 27.3% | 71.8%-44.5pp | 76.0%-48.7pp | 67.2%-39.9pp |
| Annual return | 8.30% | 27.05%-18.8pp | 25.87%-17.6pp | 160.69%-152.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,105 | $3,929-46.4% | $4,851-56.6% | $4,126-49.0% |
| Admin fee / account holder | $988 | $6,719-85.3% | $8,253-88.0% | $5,650-82.5% |