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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 | $54,001 | $94,031-42.6% | $115,768-53.4% | $82,448-34.5% |
| Participation rate | 45.3% | 70.4%-25.1pp | 74.4%-29.1pp | 68.1%-22.8pp |
| Annual return | 9.77% | 20.61%-10.8pp | 100.46%-90.7pp | 41.64%-31.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,045 | $3,972-48.5% | $4,917-58.4% | $4,139-50.6% |
| Admin fee / account holder | $9,908 | $10,249-3.3% | $12,439-20.4% | $7,234+37.0% |