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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 | $63,183 | $81,331-22.3% | $155,534-59.4% | $80,935-21.9% |
| Participation rate | 37.9% | 66.3%-28.3pp | 78.2%-40.3pp | 67.7%-29.7pp |
| Annual return | 8.49% | 33.37%-24.9pp | 64.92%-56.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,954 | $3,454-14.5% | $5,630-47.5% | $4,299-31.3% |
| Admin fee / account holder | $12,184 | $7,999+52.3% | $15,900-23.4% | $6,924+76.0% |