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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 | $84,953-24.6% | $163,379-60.8% | $82,637-22.5% |
| Participation rate | 50.0% | 65.9%-15.9pp | 76.8%-26.8pp | 68.1%-18.1pp |
| Annual return | 9.68% | 23.07%-13.4pp | 63.41%-53.7pp | 53.51%-43.8pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,524 | $4,326-41.7% | $6,282-59.8% | $4,126-38.8% |
| Admin fee / account holder | $13,675 | $7,921+72.6% | $9,818+39.3% | $7,339+86.3% |