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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 | $112,729-59.2% | $98,716-53.4% | $137,256-66.5% |
| Participation rate | 43.5% | 74.2%-30.7pp | 69.3%-25.8pp | 80.0%-36.5pp |
| Annual return | 7.28% | 38.48%-31.2pp | 31.81%-24.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,411 | $4,640-69.6% | $4,048-65.1% | $6,407-78.0% |
| Admin fee / account holder | $2,565 | $10,129-74.7% | $8,703-70.5% | $12,270-79.1% |