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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 | $18,353 | $81,358-77.4% | $155,556-88.2% | $80,959-77.3% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 9.43% | 33.39%-24.0pp | 64.84%-55.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,051 | $3,455-69.6% | $5,631-81.3% | $4,300-75.6% |
| Admin fee / account holder | $3,055 | $7,994-61.8% | $15,885-80.8% | $6,925-55.9% |