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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 | $86,938-45.4% | $102,423-53.6% | $80,925-41.3% |
| Participation rate | 25.6% | 72.4%-46.7pp | 76.5%-50.9pp | 67.7%-42.0pp |
| Annual return | 9.11% | 18.89%-9.8pp | 29.42%-20.3pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,101 | $4,120-24.7% | $5,054-38.6% | $4,299-27.9% |
| Admin fee / account holder | $19,578 | $8,053+143.1% | $9,455+107.1% | $6,940+182.1% |