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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 | $63,401 | $72,269-12.3% | $101,271-37.4% | $79,852-20.6% |
| Participation rate | 46.4% | 68.5%-22.0pp | 75.8%-29.4pp | 69.6%-23.2pp |
| Annual return | 6.22% | 22.29%-16.1pp | 46.48%-40.3pp | 31.72%-25.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,734 | $3,282-16.7% | $4,371-37.4% | $3,740-26.9% |
| Admin fee / account holder | $3,159 | $4,401-28.2% | $5,948-46.9% | $5,306-40.5% |