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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 | $57,182 | $78,428-27.1% | $95,960-40.4% | $79,852-28.4% |
| Participation rate | 57.6% | 73.5%-15.9pp | 77.1%-19.5pp | 69.6%-12.1pp |
| Annual return | 7.56% | 19.37%-11.8pp | 91.63%-84.1pp | 31.72%-24.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,378 | $3,440-30.9% | $4,167-42.9% | $3,740-36.4% |
| Admin fee / account holder | $8,576 | $5,622+52.5% | $6,797+26.2% | $5,306+61.6% |