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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 | $64,069 | $90,400-29.1% | $186,193-65.6% | $87,485-26.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.1%-27.1pp | 68.9%-18.9pp |
| Annual return | 9.68% | 22.15%-12.5pp | 78.03%-68.4pp | 26.06%-16.4pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,524 | $4,330-41.7% | $6,513-61.2% | $4,274-40.9% |
| Admin fee / account holder | $13,675 | $8,673+57.7% | $11,058+23.7% | $7,775+75.9% |