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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 | $69,174 | $72,273-4.3% | $101,275-31.7% | $79,856-13.4% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 2.47% | 22.30%-19.8pp | 46.48%-44.0pp | 31.71%-29.2pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,912 | $3,282-41.7% | $4,371-56.3% | $3,741-48.9% |
| Admin fee / account holder | $1,219 | $4,401-72.3% | $5,948-79.5% | $5,306-77.0% |