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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 | $106,864-42.2% | $147,318-58.1% | $82,637-25.3% |
| Participation rate | 38.6% | 75.5%-36.9pp | 82.1%-43.4pp | 68.1%-29.4pp |
| Annual return | 11.20% | 27.49%-16.3pp | 70.43%-59.2pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,868 | $6,496-55.9% | $7,906-63.7% | $4,126-30.5% |
| Admin fee / account holder | $2,986 | $8,415-64.5% | $13,708-78.2% | $7,339-59.3% |