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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 | $50,813 | $71,230-28.7% | $93,727-45.8% | $80,959-37.2% |
| Participation rate | 34.6% | 60.4%-25.8pp | 68.7%-34.1pp | 67.7%-33.1pp |
| Annual return | 3.66% | 11.26%-7.6pp | 133.83%-130.2pp | 35.67%-32.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,596 | $4,037+13.8% | $4,417+4.1% | $4,300+6.9% |
| Admin fee / account holder | $68,396 | $6,961+882.6% | $8,292+724.9% | $6,925+887.6% |