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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 | $59,604 | $106,524-44.0% | $152,301-60.9% | $87,485-31.9% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.4%-24.8pp | 68.9%-11.2pp |
| Annual return | 12.61% | 26.89%-14.3pp | 80.50%-67.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,974 | $6,525-23.8% | $8,004-37.9% | $4,274+16.4% |
| Admin fee / account holder | $2,890 | $8,287-65.1% | $14,398-79.9% | $7,775-62.8% |