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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 | $42,049 | $65,395-35.7% | $182,540-77.0% | $72,975-42.4% |
| Participation rate | 48.3% | 65.4%-17.2pp | 78.0%-29.7pp | 69.5%-21.2pp |
| Annual return | 14.10% | 27.68%-13.6pp | 148.58%-134.5pp | 81.01%-66.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,964 | $3,563+11.3% | $5,525-28.3% | $3,608+9.9% |
| Admin fee / account holder | $4,639 | $4,245+9.3% | $8,593-46.0% | $5,124-9.5% |