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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 | $50,818 | $65,395-22.3% | $182,558-72.2% | $72,976-30.4% |
| Participation rate | 36.8% | 65.4%-28.7pp | 78.0%-41.2pp | 69.5%-32.7pp |
| Annual return | 17.21% | 27.68%-10.5pp | 148.59%-131.4pp | 81.02%-63.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,657 | $3,563-53.5% | $5,526-70.0% | $3,608-54.1% |
| Admin fee / account holder | $3,622 | $4,245-14.7% | $8,594-57.9% | $5,124-29.3% |