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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 | $81,487-22.7% | $102,412-38.5% | $80,935-22.2% |
| Participation rate | 28.2% | 66.8%-38.6pp | 74.5%-46.3pp | 67.7%-39.5pp |
| Annual return | 7.58% | 25.60%-18.0pp | 24.94%-17.4pp | 35.66%-28.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,817 | $3,871-53.1% | $5,060-64.1% | $4,299-57.7% |
| Admin fee / account holder | $10,505 | $6,717+56.4% | $8,388+25.3% | $6,924+51.7% |