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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 | $49,719 | $76,551-35.1% | $123,894-59.9% | $62,881-20.9% |
| Participation rate | 60.5% | 73.0%-12.5pp | 81.4%-20.9pp | 69.3%-8.8pp |
| Annual return | 0.78% | 18.68%-17.9pp | 47.52%-46.7pp | 20.14%-19.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,571 | $4,840+56.4% | $5,984+26.5% | $3,203+136.4% |
| Admin fee / account holder | $1,645 | $4,826-65.9% | $8,357-80.3% | $4,296-61.7% |