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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 | $83,462 | $97,550-14.4% | $120,344-30.6% | $87,485-4.6% |
| Participation rate | 53.8% | 72.8%-19.0pp | 76.7%-22.9pp | 68.9%-15.1pp |
| Annual return | 10.92% | 18.41%-7.5pp | 20.30%-9.4pp | 26.06%-15.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,645 | $4,230-37.5% | $5,135-48.5% | $4,274-38.1% |
| Admin fee / account holder | $5,168 | $9,543-45.8% | $12,742-59.4% | $7,775-33.5% |