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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 | $52,975 | $67,602-21.6% | $82,312-35.6% | $70,126-24.5% |
| Participation rate | 52.7% | 72.8%-20.0pp | 76.9%-24.2pp | 69.5%-16.8pp |
| Annual return | 11.97% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,945 | $2,987-1.4% | $3,706-20.5% | $3,332-11.6% |
| Admin fee / account holder | $4,981 | $4,512+10.4% | $5,608-11.2% | $4,645+7.2% |