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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 | $47,599 | $135,956-65.0% | $123,894-61.6% | $273,972-82.6% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 3.62% | 56.63%-53.0pp | 47.52%-43.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,580 | $6,343-59.3% | $5,984-56.9% | $5,287-51.2% |
| Admin fee / account holder | $16,173 | $9,817+64.7% | $8,357+93.5% | $10,133+59.6% |