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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 | $85,789 | $73,787+16.3% | $98,716-13.1% | $82,448+4.1% |
| Participation rate | 46.2% | 61.4%-15.3pp | 69.3%-23.1pp | 68.1%-21.9pp |
| Annual return | 10.22% | 18.57%-8.3pp | 31.81%-21.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,864 | $3,081-39.5% | $4,048-53.9% | $4,139-55.0% |
| Admin fee / account holder | $3,341 | $6,500-48.6% | $8,703-61.6% | $7,234-53.8% |