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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 | $50,803 | $71,197-28.6% | $93,669-45.8% | $80,925-37.2% |
| Participation rate | 37.0% | 60.4%-23.4pp | 68.7%-31.7pp | 67.7%-30.6pp |
| Annual return | 8.88% | 11.27%-2.4pp | 133.59%-124.7pp | 35.65%-26.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,723 | $4,036-57.3% | $4,416-61.0% | $4,299-59.9% |
| Admin fee / account holder | $5,172 | $6,959-25.7% | $8,291-37.6% | $6,940-25.5% |