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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 | $114,712-24.5% | $173,730-50.2% | $87,485-1.0% |
| Participation rate | 51.4% | 73.0%-21.6pp | 79.6%-28.1pp | 68.9%-17.5pp |
| Annual return | 3.61% | 20.18%-16.6pp | 19.96%-16.3pp | 26.06%-22.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,517 | $4,642-45.8% | $6,326-60.2% | $4,274-41.1% |
| Admin fee / account holder | $316 | $10,210-96.9% | $17,523-98.2% | $7,775-95.9% |