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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 | $52,024 | $73,981-29.7% | $105,754-50.8% | $62,881-17.3% |
| Participation rate | 59.4% | 71.7%-12.3pp | 78.9%-19.5pp | 69.3%-9.9pp |
| Annual return | 3.03% | 17.60%-14.6pp | 12.25%-9.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,485 | $4,038-13.7% | $5,326-34.6% | $3,203+8.8% |
| Admin fee / account holder | $5,499 | $5,976-8.0% | $8,309-33.8% | $4,296+28.0% |