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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 | $64,501-9.4% | $108,753-46.3% | $65,306-10.5% |
| Participation rate | 12.0% | 50.8%-38.8pp | 71.1%-59.0pp | 57.7%-45.6pp |
| Annual return | 6.11% | 21.09%-15.0pp | 37.47%-31.4pp | 21.94%-15.8pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,291 | $2,401-46.2% | $4,115-68.6% | $2,959-56.4% |
| Admin fee / account holder | $3,875 | $4,971-22.1% | $10,320-62.5% | $3,480+11.4% |