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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 | $40,496 | $77,920-48.0% | $149,723-73.0% | $75,177-46.1% |
| Participation rate | 58.3% | 65.6%-7.2pp | 78.8%-20.4pp | 67.2%-8.9pp |
| Annual return | 12.73% | 31.72%-19.0pp | 134.50%-121.8pp | 160.75%-148.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,848 | $3,411-45.8% | $5,682-67.5% | $4,126-55.2% |
| Admin fee / account holder | $4,081 | $5,951-31.4% | $13,215-69.1% | $5,651-27.8% |