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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 | $46,862 | $78,423-40.2% | $95,964-51.2% | $79,856-41.3% |
| Participation rate | 30.5% | 73.5%-43.0pp | 77.1%-46.6pp | 69.6%-39.1pp |
| Annual return | 9.12% | 19.37%-10.3pp | 91.64%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,197 | $3,440-36.1% | $4,167-47.3% | $3,741-41.3% |
| Admin fee / account holder | $26,052 | $5,622+363.4% | $6,797+283.3% | $5,306+391.0% |