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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 | $54,570 | $100,970-46.0% | $96,576-43.5% | $137,256-60.2% |
| Participation rate | 30.0% | 82.6%-52.6pp | 81.4%-51.4pp | 80.0%-50.0pp |
| Annual return | 9.99% | 38.16%-28.2pp | 38.47%-28.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,831 | $8,286-65.8% | $7,956-64.4% | $6,407-55.8% |
| Admin fee / account holder | $22,401 | $11,312+98.0% | $11,381+96.8% | $12,270+82.6% |