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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 | $60,412 | $60,444-0.1% | $68,948-12.4% | $82,448-26.7% |
| Participation rate | 50.0% | 73.6%-23.6pp | 79.2%-29.2pp | 68.1%-18.1pp |
| Annual return | 10.63% | 15.42%-4.8pp | 28.39%-17.8pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $3,449-100.0% | $4,165-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,350 | $3,658-63.1% | $6,186-78.2% | $4,139-67.4% |
| Admin fee / account holder | $12,677 | $6,421+97.4% | $7,539+68.2% | $7,234+75.2% |