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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 | $53,369 | $70,475-24.3% | $100,530-46.9% | $79,858-33.2% |
| Participation rate | 62.5% | 73.7%-11.2pp | 79.4%-16.9pp | 69.6%-7.1pp |
| Annual return | 9.57% | 21.90%-12.3pp | 30.89%-21.3pp | 31.72%-22.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,456 | $5,181-52.6% | $6,271-60.8% | $3,740-34.3% |
| Admin fee / account holder | $12,465 | $4,478+178.3% | $8,083+54.2% | $5,306+134.9% |