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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 | $106,524-39.9% | $152,301-58.0% | $87,485-26.8% |
| Participation rate | 30.5% | 75.8%-45.2pp | 82.4%-51.9pp | 68.9%-38.4pp |
| Annual return | 11.54% | 26.89%-15.3pp | 80.50%-69.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,848 | $6,525-56.4% | $8,004-64.4% | $4,274-33.4% |
| Admin fee / account holder | $400 | $8,287-95.2% | $14,398-97.2% | $7,775-94.9% |