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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 | $86,938-23.4% | $102,423-35.0% | $80,925-17.7% |
| Participation rate | 47.6% | 72.4%-24.8pp | 76.5%-28.9pp | 67.7%-20.0pp |
| Annual return | 8.82% | 18.89%-10.1pp | 29.42%-20.6pp | 35.65%-26.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,869 | $4,120-54.6% | $5,054-63.0% | $4,299-56.5% |
| Admin fee / account holder | $15,852 | $8,053+96.9% | $9,455+67.7% | $6,940+128.4% |