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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 | $86,602 | $123,478-29.9% | $216,567-60.0% | $94,015-7.9% |
| Participation rate | 51.4% | 75.1%-23.7pp | 81.6%-30.2pp | 70.8%-19.4pp |
| Annual return | 3.61% | 23.61%-20.0pp | 12.94%-9.3pp | 17.84%-14.2pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,517 | $4,556-44.8% | $6,191-59.3% | $4,249-40.8% |
| Admin fee / account holder | $316 | $12,753-97.5% | $21,981-98.6% | $8,951-96.5% |