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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 | $51,746 | $112,729-54.1% | $98,716-47.6% | $137,256-62.3% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 9.46% | 38.48%-29.0pp | 31.81%-22.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,698 | $4,640-63.4% | $4,048-58.1% | $6,407-73.5% |
| Admin fee / account holder | $2,326 | $10,129-77.0% | $8,703-73.3% | $12,270-81.0% |