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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 | $52,813 | $81,487-35.2% | $102,412-48.4% | $80,935-34.7% |
| Participation rate | 51.5% | 66.8%-15.3pp | 74.5%-23.0pp | 67.7%-16.1pp |
| Annual return | 10.15% | 25.60%-15.4pp | 24.94%-14.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,964 | $3,871+28.3% | $5,060-1.9% | $4,299+15.5% |
| Admin fee / account holder | $5,929 | $6,717-11.7% | $8,388-29.3% | $6,924-14.4% |