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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 | $63,616 | $81,504-21.9% | $102,437-37.9% | $80,959-21.4% |
| Participation rate | 49.0% | 66.9%-17.8pp | 74.5%-25.5pp | 67.7%-18.6pp |
| Annual return | 9.48% | 25.60%-16.1pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,133 | $3,871+58.4% | $5,060+21.2% | $4,300+42.6% |
| Admin fee / account holder | $16,668 | $6,719+148.1% | $8,388+98.7% | $6,925+140.7% |