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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 | $46,696 | $86,938-46.3% | $102,423-54.4% | $80,925-42.3% |
| Participation rate | 58.1% | 72.4%-14.3pp | 76.5%-18.4pp | 67.7%-9.6pp |
| Annual return | 5.94% | 18.89%-12.9pp | 29.42%-23.5pp | 35.65%-29.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,990 | $4,120-27.4% | $5,054-40.8% | $4,299-30.4% |
| Admin fee / account holder | $3,206 | $8,053-60.2% | $9,455-66.1% | $6,940-53.8% |