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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 | $42,059 | $67,602-37.8% | $82,312-48.9% | $70,126-40.0% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.9%-28.1pp | 69.5%-20.8pp |
| Annual return | 11.80% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,683 | $2,987+56.8% | $3,706+26.4% | $3,332+40.6% |
| Admin fee / account holder | $21,747 | $4,512+382.0% | $5,608+287.8% | $4,645+368.1% |