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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 | $71,441 | $72,492-1.4% | $87,104-18.0% | $72,975-2.1% |
| Participation rate | 48.7% | 72.8%-24.1pp | 76.9%-28.2pp | 69.5%-20.8pp |
| Annual return | 8.87% | 24.46%-15.6pp | 28.19%-19.3pp | 81.01%-72.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,096 | $3,270-35.9% | $4,048-48.2% | $3,608-41.9% |
| Admin fee / account holder | $10,944 | $5,055+116.5% | $7,491+46.1% | $5,124+113.6% |