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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 | $76,787 | $81,331-5.6% | $155,534-50.6% | $80,935-5.1% |
| Participation rate | 32.3% | 66.3%-34.0pp | 78.2%-46.0pp | 67.7%-35.4pp |
| Annual return | 8.38% | 33.37%-25.0pp | 64.92%-56.5pp | 35.66%-27.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,105 | $3,454-39.0% | $5,630-62.6% | $4,299-51.0% |
| Admin fee / account holder | $9,603 | $7,999+20.0% | $15,900-39.6% | $6,924+38.7% |