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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 | $57,032 | $106,864-46.6% | $147,318-61.3% | $82,637-31.0% |
| Participation rate | 59.5% | 75.5%-16.0pp | 82.1%-22.5pp | 68.1%-8.5pp |
| Annual return | 12.81% | 27.49%-14.7pp | 70.43%-57.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,589 | $6,496+47.6% | $7,906+21.3% | $4,126+132.4% |
| Admin fee / account holder | $16,154 | $8,415+92.0% | $13,708+17.8% | $7,339+120.1% |