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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 | $47,314 | $76,407-38.1% | $150,298-68.5% | $82,448-42.6% |
| Participation rate | 46.2% | 66.4%-20.2pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 10.50% | 39.99%-29.5pp | 62.79%-52.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,763 | $3,214-14.1% | $5,453-49.3% | $4,139-33.3% |
| Admin fee / account holder | $30,314 | $6,352+377.2% | $14,116+114.8% | $7,234+319.0% |