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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 | $108,882-60.1% | $96,754-55.1% | $154,746-72.0% |
| Participation rate | 56.5% | 75.1%-18.6pp | 70.3%-13.8pp | 80.7%-24.2pp |
| Annual return | 5.52% | 98.39%-92.9pp | 82.04%-76.5pp | 172.34%-166.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,429 | $5,323+2.0% | $4,758+14.1% | $6,730-19.3% |
| Admin fee / account holder | $14,528 | $10,200+42.4% | $8,905+63.1% | $14,365+1.1% |