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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 | $46,696 | $94,436-50.6% | $115,599-59.6% | $82,637-43.5% |
| Participation rate | 37.0% | 70.4%-33.5pp | 74.3%-37.3pp | 68.1%-31.1pp |
| Annual return | 11.79% | 18.37%-6.6pp | 111.10%-99.3pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,785 | $3,955-54.9% | $4,889-63.5% | $4,126-56.7% |
| Admin fee / account holder | $808 | $10,328-92.2% | $12,841-93.7% | $7,339-89.0% |