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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 | $44,546 | $71,215-37.4% | $93,696-52.5% | $80,935-45.0% |
| Participation rate | 23.7% | 60.4%-36.7pp | 68.7%-45.0pp | 67.7%-44.0pp |
| Annual return | 9.85% | 11.27%-1.4pp | 133.74%-123.9pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,701 | $4,037-57.9% | $4,417-61.5% | $4,299-60.4% |
| Admin fee / account holder | $5,634 | $6,958-19.0% | $8,287-32.0% | $6,924-18.6% |