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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 | $67,581 | $64,359+5.0% | $90,161-25.0% | $70,126-3.6% |
| Participation rate | 42.6% | 70.4%-27.8pp | 76.9%-34.2pp | 69.5%-26.9pp |
| Annual return | 12.02% | 28.13%-16.1pp | 34.89%-22.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,067 | $4,389-52.9% | $5,287-60.9% | $3,332-38.0% |
| Admin fee / account holder | $1,579 | $3,945-60.0% | $5,943-73.4% | $4,645-66.0% |