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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 | $61,626 | $86,938-29.1% | $102,423-39.8% | $80,925-23.8% |
| Participation rate | 37.3% | 72.4%-35.0pp | 76.5%-39.2pp | 67.7%-30.3pp |
| Annual return | 9.60% | 18.89%-9.3pp | 29.42%-19.8pp | 35.65%-26.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,246 | $4,120-45.5% | $5,054-55.6% | $4,299-47.8% |
| Admin fee / account holder | $2,044 | $8,053-74.6% | $9,455-78.4% | $6,940-70.6% |