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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 | $48,235 | $77,962-38.1% | $178,540-73.0% | $80,935-40.4% |
| Participation rate | 25.9% | 65.7%-39.7pp | 77.1%-51.2pp | 67.7%-41.7pp |
| Annual return | 8.50% | 18.10%-9.6pp | 27.15%-18.6pp | 35.66%-27.2pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,578 | $4,404-64.2% | $6,281-74.9% | $4,299-63.3% |
| Admin fee / account holder | $1,078 | $7,156-84.9% | $10,424-89.7% | $6,924-84.4% |