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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 | $61,072 | $54,541+12.0% | $78,778-22.5% | $70,124-12.9% |
| Participation rate | 33.3% | 60.8%-27.5pp | 69.2%-35.9pp | 69.5%-36.2pp |
| Annual return | 6.16% | 21.07%-14.9pp | 35.62%-29.5pp | 73.14%-67.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,034 | $2,210-53.2% | $2,958-65.0% | $3,332-69.0% |
| Admin fee / account holder | $2,286 | $3,709-38.4% | $5,134-55.5% | $4,645-50.8% |