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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 | $61,091 | $79,955-23.6% | $98,450-37.9% | $75,181-18.7% |
| Participation rate | 34.2% | 70.4%-36.2pp | 75.2%-41.0pp | 67.2%-33.0pp |
| Annual return | 8.64% | 19.75%-11.1pp | 21.16%-12.5pp | 160.69%-152.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,635 | $3,752-29.8% | $4,739-44.4% | $4,126-36.1% |
| Admin fee / account holder | $26,571 | $6,841+288.4% | $8,961+196.5% | $5,650+370.3% |