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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 | $49,950 | $76,371-34.6% | $93,621-46.6% | $72,975-31.6% |
| Participation rate | 54.8% | 71.8%-16.9pp | 75.8%-21.0pp | 69.5%-14.7pp |
| Annual return | 12.57% | 25.82%-13.2pp | 32.76%-20.2pp | 81.01%-68.4pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,226 | $3,538-37.1% | $4,070-45.3% | $3,608-38.3% |
| Admin fee / account holder | $17,383 | $6,839+154.2% | $7,890+120.3% | $5,124+239.2% |