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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 | $55,257 | $97,648-43.4% | $121,663-54.6% | $87,485-36.8% |
| Participation rate | 42.4% | 70.5%-28.0pp | 74.5%-32.1pp | 68.9%-26.5pp |
| Annual return | 11.19% | 18.03%-6.8pp | 147.54%-136.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,660 | $3,923-32.2% | $4,887-45.6% | $4,274-37.8% |
| Admin fee / account holder | $5,368 | $11,100-51.6% | $14,289-62.4% | $7,775-31.0% |