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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 | $58,236 | $63,365-8.1% | $91,994-36.7% | $72,976-20.2% |
| Participation rate | 47.2% | 72.5%-25.3pp | 78.6%-31.4pp | 69.5%-22.3pp |
| Annual return | 18.82% | 35.35%-16.5pp | 69.04%-50.2pp | 81.02%-62.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,222 | $4,883-34.0% | $5,924-45.6% | $3,608-10.7% |
| Admin fee / account holder | $29,652 | $4,670+535.0% | $7,744+282.9% | $5,124+478.7% |