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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 | $82,740 | $64,920+27.4% | $103,693-20.2% | $86,983-4.9% |
| Participation rate | 52.0% | 63.6%-11.6pp | 72.6%-20.6pp | 69.5%-17.5pp |
| Annual return | 10.78% | 30.29%-19.5pp | 47.61%-36.8pp | 25.83%-15.1pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,268 | $3,241-30.0% | $4,579-50.5% | $4,194-45.9% |
| Admin fee / account holder | $1,592 | $6,191-74.3% | $7,858-79.7% | $7,856-79.7% |