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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 | $74,276 | $95,453-22.2% | $112,040-33.7% | $82,448-9.9% |
| Participation rate | 39.7% | 72.8%-33.1pp | 76.5%-36.8pp | 68.1%-28.4pp |
| Annual return | 10.55% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,092 | $4,224-50.5% | $5,098-59.0% | $4,139-49.5% |
| Admin fee / account holder | $13,301 | $9,013+47.6% | $12,098+9.9% | $7,234+83.9% |