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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 | $63,470 | $63,861-0.6% | $104,614-39.3% | $79,858-20.5% |
| Participation rate | 22.2% | 64.9%-42.7pp | 74.1%-51.9pp | 69.6%-47.4pp |
| Annual return | 7.97% | 21.30%-13.3pp | 340.56%-332.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,894 | $2,693-29.7% | $3,739-49.4% | $3,740-49.4% |
| Admin fee / account holder | $983 | $4,185-76.5% | $6,464-84.8% | $5,306-81.5% |