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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 | $70,587 | $75,541-6.6% | $152,093-53.6% | $82,637-14.6% |
| Participation rate | 30.6% | 66.5%-36.0pp | 77.8%-47.2pp | 68.1%-37.5pp |
| Annual return | 10.64% | 32.56%-21.9pp | 66.36%-55.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,396 | $3,206-56.4% | $5,451-74.4% | $4,126-66.2% |
| Admin fee / account holder | $13,226 | $6,405+106.5% | $14,497-8.8% | $7,339+80.2% |