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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 | $73,374 | $101,795-27.9% | $165,100-55.6% | $80,959-9.4% |
| Participation rate | 20.0% | 71.8%-51.8pp | 78.6%-58.6pp | 67.7%-47.7pp |
| Annual return | 10.17% | 16.73%-6.6pp | 70.21%-60.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,036 | $4,476-54.5% | $6,035-66.3% | $4,300-52.7% |
| Admin fee / account holder | $427 | $8,221-94.8% | $12,696-96.6% | $6,925-93.8% |