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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 | $71,554 | $78,015-8.3% | $178,505-59.9% | $80,959-11.6% |
| Participation rate | 46.4% | 65.7%-19.2pp | 77.1%-30.7pp | 67.7%-21.2pp |
| Annual return | 9.44% | 18.10%-8.7pp | 27.16%-17.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,246 | $4,406-26.3% | $6,280-48.3% | $4,300-24.5% |
| Admin fee / account holder | $1,047 | $7,160-85.4% | $10,428-90.0% | $6,925-84.9% |