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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 | $66,835 | $73,787-9.4% | $98,716-32.3% | $82,448-18.9% |
| Participation rate | 26.0% | 61.4%-35.4pp | 69.3%-43.3pp | 68.1%-42.0pp |
| Annual return | 11.04% | 18.57%-7.5pp | 31.81%-20.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $966 | $1,511-36.1% | $2,279-57.6% | $2,551-62.1% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,566 | $6,500+185.6% | $8,703+113.3% | $7,234+156.6% |