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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 | $106,864-40.1% | $147,318-56.6% | $82,637-22.6% |
| Participation rate | 30.5% | 75.5%-45.0pp | 82.1%-51.6pp | 68.1%-37.5pp |
| Annual return | 11.54% | 27.49%-15.9pp | 70.43%-58.9pp | 53.51%-42.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,848 | $6,496-56.2% | $7,906-64.0% | $4,126-31.0% |
| Admin fee / account holder | $400 | $8,415-95.3% | $13,708-97.1% | $7,339-94.6% |