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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 | $59,012 | $77,814-24.2% | $158,223-62.7% | $86,983-32.2% |
| Participation rate | 21.5% | 68.4%-46.9pp | 79.2%-57.7pp | 69.5%-48.0pp |
| Annual return | 11.87% | 30.54%-18.7pp | 52.09%-40.2pp | 25.83%-14.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,287 | $3,270-30.1% | $5,467-58.2% | $4,194-45.5% |
| Admin fee / account holder | $2,801 | $5,879-52.4% | $16,047-82.5% | $7,856-64.3% |