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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 | $55,060 | $87,834-37.3% | $133,975-58.9% | $62,881-12.4% |
| Participation rate | 56.5% | 83.4%-26.9pp | 87.1%-30.5pp | 69.3%-12.8pp |
| Annual return | 4.46% | 12.05%-7.6pp | 29.29%-24.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,488 | $4,812-48.3% | $6,282-60.4% | $3,203-22.3% |
| Admin fee / account holder | $7,132 | $5,372+32.7% | $9,324-23.5% | $4,296+66.0% |