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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 | $51,908 | $95,453-45.6% | $112,040-53.7% | $82,448-37.0% |
| Participation rate | 54.2% | 72.8%-18.6pp | 76.5%-22.3pp | 68.1%-13.9pp |
| Annual return | 9.61% | 23.92%-14.3pp | 24.52%-14.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,510 | $4,224-40.6% | $5,098-50.8% | $4,139-39.4% |
| Admin fee / account holder | $12,708 | $9,013+41.0% | $12,098+5.0% | $7,234+75.7% |