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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 | $47,426 | $81,504-41.8% | $102,437-53.7% | $80,959-41.4% |
| Participation rate | 15.2% | 66.9%-51.6pp | 74.5%-59.3pp | 67.7%-52.5pp |
| Annual return | 8.22% | 25.60%-17.4pp | 24.95%-16.7pp | 35.67%-27.4pp |
| Employer contribution / active EE | $2,353 | $3,104-24.2% | $3,871-39.2% | $2,757-14.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,752 | $6,719-59.0% | $8,388-67.2% | $6,925-60.3% |