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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 | $100,194-25.9% | $122,979-39.6% | $86,983-14.6% |
| Participation rate | 39.7% | 73.0%-33.3pp | 77.2%-37.5pp | 69.5%-29.9pp |
| Annual return | 10.55% | 16.47%-5.9pp | 20.12%-9.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,092 | $4,133-49.4% | $5,003-58.2% | $4,194-50.1% |
| Admin fee / account holder | $13,301 | $10,148+31.1% | $12,864+3.4% | $7,856+69.3% |