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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 | $64,451 | $77,896-17.3% | $134,172-52.0% | $82,448-21.8% |
| Participation rate | 47.5% | 62.8%-15.3pp | 72.5%-25.0pp | 68.1%-20.6pp |
| Annual return | 12.14% | 18.21%-6.1pp | 25.30%-13.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,255 | $3,162-60.3% | $4,690-73.2% | $4,139-69.7% |
| Admin fee / account holder | $9,746 | $6,336+53.8% | $12,016-18.9% | $7,234+34.7% |