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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 | $70,991 | $73,787-3.8% | $98,716-28.1% | $82,448-13.9% |
| Participation rate | 41.4% | 61.4%-20.0pp | 69.3%-27.9pp | 68.1%-26.7pp |
| Annual return | 10.93% | 18.57%-7.6pp | 31.81%-20.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,650 | $3,081-46.4% | $4,048-59.2% | $4,139-60.1% |
| Admin fee / account holder | $3,162 | $6,500-51.4% | $8,703-63.7% | $7,234-56.3% |