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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 | $76,407-21.8% | $150,298-60.2% | $82,448-27.5% |
| Participation rate | 23.4% | 66.4%-43.0pp | 77.8%-54.4pp | 68.1%-44.7pp |
| Annual return | 12.09% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,644 | $3,214-48.9% | $5,453-69.8% | $4,139-60.3% |
| Admin fee / account holder | $2,919 | $6,352-54.0% | $14,116-79.3% | $7,234-59.7% |