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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 | $70,916 | $84,953-16.5% | $163,379-56.6% | $82,637-14.2% |
| Participation rate | 20.5% | 65.9%-45.4pp | 76.8%-56.3pp | 68.1%-47.5pp |
| Annual return | 10.99% | 23.07%-12.1pp | 63.41%-52.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,591 | $4,326-63.2% | $6,282-74.7% | $4,126-61.4% |
| Admin fee / account holder | $764 | $7,921-90.4% | $9,818-92.2% | $7,339-89.6% |