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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 | $53,992 | $78,670-31.4% | $109,173-50.5% | $85,847-37.1% |
| Participation rate | 44.4% | 68.3%-23.8pp | 75.9%-31.4pp | 69.3%-24.9pp |
| Annual return | 6.78% | 25.09%-18.3pp | 25.75%-19.0pp | 318.61%-311.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,677 | $3,467+6.0% | $4,654-21.0% | $3,952-7.0% |
| Admin fee / account holder | $17,059 | $5,469+211.9% | $6,755+152.5% | $6,261+172.5% |