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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 | $48,539 | $77,449-37.3% | $69,483-30.1% | $152,909-68.3% |
| Participation rate | 69.2% | 78.1%-8.9pp | 74.6%-5.4pp | 82.5%-13.2pp |
| Annual return | 4.64% | 39.09%-34.5pp | 28.99%-24.4pp | 345.46%-340.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,654 | $4,415+50.7% | $3,537+88.2% | $5,851+13.7% |
| Admin fee / account holder | $1,724 | $6,210-72.2% | $3,841-55.1% | $11,601-85.1% |