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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 | $55,831 | $106,864-47.8% | $147,318-62.1% | $82,637-32.4% |
| Participation rate | 30.0% | 75.5%-45.5pp | 82.1%-52.1pp | 68.1%-38.1pp |
| Annual return | 8.04% | 27.49%-19.4pp | 70.43%-62.4pp | 53.51%-45.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,947 | $6,496-39.2% | $7,906-50.1% | $4,126-4.3% |
| Admin fee / account holder | $13,078 | $8,415+55.4% | $13,708-4.6% | $7,339+78.2% |