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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 | $47,215 | $81,504-42.1% | $102,437-53.9% | $80,959-41.7% |
| Participation rate | 52.2% | 66.9%-14.7pp | 74.5%-22.3pp | 67.7%-15.5pp |
| Annual return | 10.16% | 25.60%-15.4pp | 24.95%-14.8pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,474 | $3,871-36.1% | $5,060-51.1% | $4,300-42.5% |
| Admin fee / account holder | $2,565 | $6,719-61.8% | $8,388-69.4% | $6,925-63.0% |