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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 | $59,783 | $75,541-20.9% | $152,093-60.7% | $82,637-27.7% |
| Participation rate | 23.4% | 66.5%-43.1pp | 77.8%-54.4pp | 68.1%-44.7pp |
| Annual return | 12.09% | 32.56%-20.5pp | 66.36%-54.3pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,644 | $3,206-48.7% | $5,451-69.8% | $4,126-60.2% |
| Admin fee / account holder | $2,919 | $6,405-54.4% | $14,497-79.9% | $7,339-60.2% |