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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 | $45,370 | $93,057-51.2% | $153,500-70.4% | $80,925-43.9% |
| Participation rate | 58.5% | 69.0%-10.5pp | 77.1%-18.6pp | 67.7%-9.2pp |
| Annual return | 9.34% | 19.96%-10.6pp | 15.70%-6.4pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,950 | $5,179-43.0% | $6,756-56.3% | $4,299-31.4% |
| Admin fee / account holder | $7,784 | $8,885-12.4% | $12,736-38.9% | $6,940+12.2% |