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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 | $58,489 | $68,681-14.8% | $86,615-32.5% | $85,847-31.9% |
| Participation rate | 22.0% | 66.4%-44.4pp | 71.6%-49.7pp | 69.3%-47.4pp |
| Annual return | 10.28% | 20.12%-9.8pp | 63.51%-53.2pp | 318.61%-308.3pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,115 | $2,919-61.8% | $3,699-69.9% | $3,952-71.8% |
| Admin fee / account holder | $1,931 | $5,974-67.7% | $5,830-66.9% | $6,261-69.1% |