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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 | $94,031-41.2% | $115,768-52.3% | $82,448-33.0% |
| Participation rate | 42.4% | 70.4%-28.0pp | 74.4%-32.0pp | 68.1%-25.6pp |
| Annual return | 11.19% | 20.61%-9.4pp | 100.46%-89.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,660 | $3,972-33.0% | $4,917-45.9% | $4,139-35.7% |
| Admin fee / account holder | $5,368 | $10,249-47.6% | $12,439-56.8% | $7,234-25.8% |