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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 | $55,539 | $153,769-63.9% | $133,975-58.5% | $273,972-79.7% |
| Participation rate | 55.0% | 88.4%-33.4pp | 87.1%-32.1pp | 83.0%-28.0pp |
| Annual return | -0.13% | 36.51%-36.6pp | 29.29%-29.4pp | 41.46%-41.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,932 | $6,958-29.1% | $6,282-21.5% | $5,287-6.7% |
| Admin fee / account holder | $9,169 | $11,765-22.1% | $9,324-1.7% | $10,133-9.5% |