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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 | $115,903-52.7% | $100,528-45.5% | $158,966-65.5% |
| Participation rate | 53.3% | 81.6%-28.3pp | 79.4%-26.1pp | 82.0%-28.6pp |
| Annual return | 5.28% | 34.80%-29.5pp | 30.90%-25.6pp | 302.95%-297.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,262 | $6,677+38.7% | $6,271+47.7% | $5,983+54.8% |
| Admin fee / account holder | $46,453 | $11,000+322.3% | $8,084+474.6% | $11,250+312.9% |