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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 | $45,726 | $73,107-37.5% | $114,563-60.1% | $87,485-47.7% |
| Participation rate | 62.3% | 65.8%-3.5pp | 72.9%-10.6pp | 68.9%-6.6pp |
| Annual return | 12.44% | 19.47%-7.0pp | 241.09%-228.7pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,405 | $3,144-55.3% | $4,142-66.1% | $4,274-67.1% |
| Admin fee / account holder | $6,212 | $5,770+7.7% | $7,623-18.5% | $7,775-20.1% |