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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 | $43,320 | $81,276-46.7% | $155,574-72.2% | $80,925-46.5% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 9.43% | 33.36%-23.9pp | 64.87%-55.4pp | 35.65%-26.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,763 | $3,453-48.9% | $5,629-68.7% | $4,299-59.0% |
| Admin fee / account holder | $1,360 | $7,993-83.0% | $15,914-91.5% | $6,940-80.4% |