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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 | $59,417 | $81,476-27.1% | $102,383-42.0% | $80,925-26.6% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.7%-19.7pp |
| Annual return | 9.43% | 25.59%-16.2pp | 24.94%-15.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,751 | $3,871-54.8% | $5,060-65.4% | $4,299-59.3% |
| Admin fee / account holder | $4,924 | $6,717-26.7% | $8,391-41.3% | $6,940-29.1% |