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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 | $54,787 | $115,911-52.7% | $100,530-45.5% | $158,950-65.5% |
| Participation rate | 53.3% | 81.6%-28.3pp | 79.4%-26.1pp | 82.0%-28.6pp |
| Annual return | 5.28% | 34.80%-29.5pp | 30.89%-25.6pp | 302.91%-297.6pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,262 | $6,676+38.7% | $6,271+47.7% | $5,983+54.8% |
| Admin fee / account holder | $46,453 | $10,999+322.3% | $8,083+474.7% | $11,248+313.0% |