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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 | $62,996 | $81,446-22.7% | $103,374-39.1% | $80,874-22.1% |
| Participation rate | 28.2% | 66.9%-38.6pp | 74.5%-46.3pp | 67.6%-39.4pp |
| Annual return | 7.58% | 25.57%-18.0pp | 24.89%-17.3pp | 35.62%-28.0pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,817 | $3,870-53.1% | $5,058-64.1% | $4,297-57.7% |
| Admin fee / account holder | $10,505 | $6,715+56.5% | $8,394+25.2% | $6,935+51.5% |