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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 | $64,001 | $106,749-40.0% | $145,433-56.0% | $82,448-22.4% |
| Participation rate | 30.5% | 75.6%-45.1pp | 82.1%-51.6pp | 68.1%-37.6pp |
| Annual return | 11.54% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,848 | $6,519-56.3% | $7,897-63.9% | $4,139-31.2% |
| Admin fee / account holder | $400 | $8,390-95.2% | $13,129-97.0% | $7,234-94.5% |