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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 | $46,001 | $124,980-63.2% | $108,359-57.5% | $154,746-70.3% |
| Participation rate | 43.5% | 75.2%-31.7pp | 70.1%-26.6pp | 80.7%-37.2pp |
| Annual return | 7.28% | 45.00%-37.7pp | 36.89%-29.6pp | 172.34%-165.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,411 | $4,743-70.2% | $4,137-65.9% | $6,730-79.0% |
| Admin fee / account holder | $2,565 | $11,502-77.7% | $9,741-73.7% | $14,365-82.1% |