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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 | $75,341 | $101,795-26.0% | $165,100-54.4% | $80,959-6.9% |
| Participation rate | 42.9% | 71.8%-29.0pp | 78.6%-35.8pp | 67.7%-24.8pp |
| Annual return | 8.41% | 16.73%-8.3pp | 70.21%-61.8pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,555 | $4,476-42.9% | $6,035-57.7% | $4,300-40.6% |
| Admin fee / account holder | $1,386 | $8,221-83.1% | $12,696-89.1% | $6,925-80.0% |