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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 | $70,558 | $74,535-5.3% | $100,712-29.9% | $82,637-14.6% |
| Participation rate | 19.4% | 61.2%-41.8pp | 69.3%-49.9pp | 68.1%-48.7pp |
| Annual return | 8.98% | 18.92%-9.9pp | 33.27%-24.3pp | 53.51%-44.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,276 | $3,074-58.5% | $4,085-68.8% | $4,126-69.1% |
| Admin fee / account holder | $13,522 | $6,576+105.6% | $9,256+46.1% | $7,339+84.3% |