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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 | $50,784 | $69,590-27.0% | $136,867-62.9% | $94,015-46.0% |
| Participation rate | 44.4% | 66.3%-21.9pp | 74.5%-30.1pp | 70.8%-26.4pp |
| Annual return | 9.39% | 19.62%-10.2pp | 42.97%-33.6pp | 17.84%-8.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,940 | $3,437-43.6% | $4,924-60.6% | $4,249-54.4% |
| Admin fee / account holder | $408 | $8,912-95.4% | $10,340-96.1% | $8,951-95.4% |