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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 | $76,834-7.6% | $108,359-34.5% | $87,485-18.9% |
| Participation rate | 41.4% | 61.7%-20.3pp | 70.1%-28.7pp | 68.9%-27.6pp |
| Annual return | 10.93% | 19.09%-8.2pp | 36.89%-26.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,650 | $3,100-46.8% | $4,137-60.1% | $4,274-61.4% |
| Admin fee / account holder | $3,162 | $6,537-51.6% | $9,741-67.5% | $7,775-59.3% |