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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 | $84,081 | $53,777+56.4% | $134,155-37.3% | $79,858+5.3% |
| Participation rate | 54.1% | 58.8%-4.7pp | 72.2%-18.1pp | 69.6%-15.6pp |
| Annual return | 9.39% | 19.01%-9.6pp | 36.34%-27.0pp | 31.72%-22.3pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,636 | $2,420-32.4% | $3,500-53.3% | $3,740-56.3% |
| Admin fee / account holder | $2,893 | $3,984-27.4% | $6,685-56.7% | $5,306-45.5% |