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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 | $47,783 | $81,276-41.2% | $155,574-69.3% | $80,925-41.0% |
| Participation rate | 20.4% | 66.2%-45.8pp | 78.2%-57.8pp | 67.7%-47.2pp |
| Annual return | 9.10% | 33.36%-24.3pp | 64.87%-55.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,817 | $3,453-47.4% | $5,629-67.7% | $4,299-57.7% |
| Admin fee / account holder | $3,488 | $7,993-56.4% | $15,914-78.1% | $6,940-49.7% |