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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 | $47,798 | $86,940-45.0% | $102,434-53.3% | $80,935-40.9% |
| Participation rate | 52.9% | 72.4%-19.4pp | 76.5%-23.6pp | 67.7%-14.7pp |
| Annual return | 9.98% | 18.89%-8.9pp | 29.46%-19.5pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,277 | $4,121-20.5% | $5,055-35.2% | $4,299-23.8% |
| Admin fee / account holder | $5,222 | $8,047-35.1% | $9,462-44.8% | $6,924-24.6% |