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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 | $66,183 | $77,523-14.6% | $100,383-34.1% | $80,874-18.2% |
| Participation rate | 53.3% | 77.0%-23.6pp | 81.5%-28.2pp | 67.6%-14.3pp |
| Annual return | 9.14% | 37.21%-28.1pp | 49.26%-40.1pp | 35.62%-26.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,980 | $6,822-56.3% | $8,086-63.1% | $4,297-30.7% |
| Admin fee / account holder | $1,040 | $5,899-82.4% | $7,900-86.8% | $6,935-85.0% |