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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 | $45,363 | $78,672-42.3% | $109,163-58.4% | $85,856-47.2% |
| Participation rate | 41.2% | 68.3%-27.1pp | 75.9%-34.7pp | 69.3%-28.1pp |
| Annual return | 9.28% | 25.09%-15.8pp | 25.75%-16.5pp | 318.58%-309.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,178 | $3,467-37.2% | $4,654-53.2% | $3,952-44.9% |
| Admin fee / account holder | $904 | $5,470-83.5% | $6,754-86.6% | $6,261-85.6% |