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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 | $66,571 | $86,949-23.4% | $102,460-35.0% | $80,959-17.8% |
| Participation rate | 47.6% | 72.4%-24.8pp | 76.5%-28.9pp | 67.7%-20.0pp |
| Annual return | 8.82% | 18.89%-10.1pp | 29.47%-20.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,869 | $4,121-54.6% | $5,056-63.0% | $4,300-56.5% |
| Admin fee / account holder | $15,852 | $8,048+97.0% | $9,460+67.6% | $6,925+128.9% |