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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 | $77,814-9.3% | $158,223-55.4% | $86,983-18.8% |
| Participation rate | 30.6% | 68.4%-37.9pp | 79.2%-48.6pp | 69.5%-39.0pp |
| Annual return | 10.64% | 30.54%-19.9pp | 52.09%-41.4pp | 25.83%-15.2pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,396 | $3,270-57.3% | $5,467-74.5% | $4,194-66.7% |
| Admin fee / account holder | $13,226 | $5,879+125.0% | $16,047-17.6% | $7,856+68.4% |