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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 | $110,137-21.4% | $161,149-46.3% | $82,637+4.8% |
| Participation rate | 51.4% | 72.4%-20.9pp | 78.8%-27.4pp | 68.1%-16.6pp |
| Annual return | 3.61% | 20.69%-17.1pp | 21.16%-17.5pp | 53.51%-49.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,517 | $4,575-45.0% | $6,153-59.1% | $4,126-39.0% |
| Admin fee / account holder | $316 | $9,467-96.7% | $15,194-97.9% | $7,339-95.7% |