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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 | $58,427 | $64,010-8.7% | $108,359-46.1% | $64,340-9.2% |
| Participation rate | 12.0% | 49.4%-37.3pp | 70.1%-58.1pp | 55.2%-43.2pp |
| Annual return | 6.11% | 19.74%-13.6pp | 36.89%-30.8pp | 24.14%-18.0pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,291 | $2,395-46.1% | $4,137-68.8% | $2,980-56.7% |
| Admin fee / account holder | $3,875 | $4,885-20.7% | $9,741-60.2% | $3,703+4.7% |