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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 | $50,964 | $72,027-29.2% | $185,861-72.6% | $79,856-36.2% |
| Participation rate | 39.3% | 65.8%-26.5pp | 78.0%-38.8pp | 69.6%-30.4pp |
| Annual return | 10.54% | 23.13%-12.6pp | 35.96%-25.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,229 | $3,780+11.9% | $5,634-24.9% | $3,741+13.1% |
| Admin fee / account holder | $1,107 | $4,513-75.5% | $9,503-88.4% | $5,306-79.1% |