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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 | $49,604 | $73,978-32.9% | $96,515-48.6% | $75,173-34.0% |
| Participation rate | 52.0% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.2pp |
| Annual return | 12.46% | 26.72%-14.3pp | 35.73%-23.3pp | 160.72%-148.3pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,477 | $3,660-32.3% | $4,880-49.2% | $4,126-40.0% |
| Admin fee / account holder | $23,878 | $5,219+357.6% | $6,735+254.5% | $5,651+322.6% |