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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 | $61,726 | $99,875-38.2% | $146,866-58.0% | $86,983-29.0% |
| Participation rate | 38.6% | 75.8%-37.2pp | 82.5%-43.9pp | 69.5%-30.9pp |
| Annual return | 11.20% | 28.10%-16.9pp | 102.85%-91.7pp | 25.83%-14.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,868 | $6,322-54.6% | $7,759-63.0% | $4,194-31.6% |
| Admin fee / account holder | $2,986 | $7,838-61.9% | $13,620-78.1% | $7,856-62.0% |