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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 | $55,170 | $87,733-37.1% | $106,551-48.2% | $85,856-35.7% |
| Participation rate | 54.7% | 71.9%-17.2pp | 76.1%-21.4pp | 69.3%-14.6pp |
| Annual return | 7.61% | 21.86%-14.2pp | 26.80%-19.2pp | 318.58%-311.0pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,048 | $3,469-41.0% | $4,398-53.4% | $3,952-48.2% |
| Admin fee / account holder | $9,174 | $6,767+35.6% | $7,408+23.8% | $6,261+46.5% |