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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 | $43,645 | $81,331-46.3% | $155,534-71.9% | $80,935-46.1% |
| Participation rate | 28.0% | 66.3%-38.3pp | 78.2%-50.2pp | 67.7%-39.7pp |
| Annual return | 10.47% | 33.37%-22.9pp | 64.92%-54.4pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,929 | $3,454-15.2% | $5,630-48.0% | $4,299-31.9% |
| Admin fee / account holder | $17,463 | $7,999+118.3% | $15,900+9.8% | $6,924+152.2% |