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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 | $83,073-27.3% | $88,457-31.7% | $87,485-30.9% |
| Participation rate | 50.0% | 71.3%-21.3pp | 78.6%-28.6pp | 68.9%-18.9pp |
| Annual return | 10.63% | 15.48%-4.9pp | 32.69%-22.1pp | 26.06%-15.4pp |
| Employer contribution / active EE | $0 | $4,044-100.0% | $4,681-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,350 | $4,389-69.2% | $5,667-76.2% | $4,274-68.4% |
| Admin fee / account holder | $12,677 | $7,192+76.3% | $9,606+32.0% | $7,775+63.1% |