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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 | $45,137 | $41,377+9.1% | $109,313-58.7% | $62,881-28.2% |
| Participation rate | 55.6% | 57.5%-2.0pp | 71.3%-15.7pp | 69.3%-13.7pp |
| Annual return | 4.54% | 11.05%-6.5pp | 22.07%-17.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,184 | $2,045+6.8% | $3,166-31.0% | $3,203-31.8% |
| Admin fee / account holder | $4,248 | $2,884+47.3% | $5,666-25.0% | $4,296-1.1% |