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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 | $58,025 | $84,236-31.1% | $170,435-66.0% | $70,126-17.3% |
| Participation rate | 14.3% | 70.8%-56.5pp | 83.6%-69.3pp | 69.5%-55.3pp |
| Annual return | 9.77% | 23.06%-13.3pp | 205.94%-196.2pp | 73.15%-63.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $935 | $3,086-69.7% | $4,939-81.1% | $3,332-71.9% |
| Admin fee / account holder | $2,883 | $5,698-49.4% | $13,881-79.2% | $4,645-37.9% |