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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 | $44,584 | $87,465-49.0% | $122,979-63.7% | $65,306-31.7% |
| Participation rate | 57.0% | 66.0%-9.0pp | 77.2%-20.2pp | 57.7%-0.6pp |
| Annual return | 6.30% | 19.76%-13.5pp | 20.12%-13.8pp | 21.94%-15.6pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,062-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,813 | $3,705-51.1% | $5,003-63.8% | $2,959-38.8% |
| Admin fee / account holder | $5,105 | $5,100+0.1% | $12,864-60.3% | $3,480+46.7% |