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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 | $43,405 | $97,125-55.3% | $86,233-49.7% | $137,256-68.4% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.0%-12.5pp | 80.0%-23.4pp |
| Annual return | 5.52% | 74.19%-68.7pp | 61.39%-55.9pp | 220.34%-214.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,429 | $5,180+4.8% | $4,559+19.1% | $6,407-15.3% |
| Admin fee / account holder | $14,528 | $9,725+49.4% | $8,342+74.2% | $12,270+18.4% |