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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 | $53,416 | $78,015-31.5% | $178,505-70.1% | $80,959-34.0% |
| Participation rate | 35.8% | 65.7%-29.8pp | 77.1%-41.3pp | 67.7%-31.8pp |
| Annual return | 9.88% | 18.10%-8.2pp | 27.16%-17.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,536 | $4,406-19.7% | $6,280-43.7% | $4,300-17.8% |
| Admin fee / account holder | $1,904 | $7,160-73.4% | $10,428-81.7% | $6,925-72.5% |