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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 | $45,683 | $77,638-41.2% | $156,552-70.8% | $62,881-27.3% |
| Participation rate | 60.8% | 71.2%-10.4pp | 84.0%-23.2pp | 69.3%-8.5pp |
| Annual return | 0.39% | 50.33%-49.9pp | 32.23%-31.8pp | 20.14%-19.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,267 | $3,046+7.3% | $4,871-32.9% | $3,203+2.0% |
| Admin fee / account holder | $4,514 | $5,561-18.8% | $13,028-65.4% | $4,296+5.1% |