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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 | $47,486 | $86,949-45.4% | $102,460-53.7% | $80,959-41.3% |
| Participation rate | 25.6% | 72.4%-46.7pp | 76.5%-50.9pp | 67.7%-42.0pp |
| Annual return | 9.11% | 18.89%-9.8pp | 29.47%-20.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,101 | $4,121-24.7% | $5,056-38.7% | $4,300-27.9% |
| Admin fee / account holder | $19,578 | $8,048+143.3% | $9,460+107.0% | $6,925+182.7% |