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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 | $47,891 | $76,407-37.3% | $150,298-68.1% | $82,448-41.9% |
| Participation rate | 52.2% | 66.4%-14.2pp | 77.8%-25.6pp | 68.1%-15.9pp |
| Annual return | 6.96% | 39.99%-33.0pp | 62.79%-55.8pp | 41.64%-34.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $921 | $3,214-71.4% | $5,453-83.1% | $4,139-77.8% |
| Admin fee / account holder | $16,369 | $6,352+157.7% | $14,116+16.0% | $7,234+126.3% |