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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 | $45,880 | $114,712-60.0% | $173,730-73.6% | $87,485-47.6% |
| Participation rate | 47.8% | 73.0%-25.2pp | 79.6%-31.7pp | 68.9%-21.1pp |
| Annual return | 9.56% | 20.18%-10.6pp | 19.96%-10.4pp | 26.06%-16.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,459 | $4,642-25.5% | $6,326-45.3% | $4,274-19.1% |
| Admin fee / account holder | $24,591 | $10,210+140.9% | $17,523+40.3% | $7,775+216.3% |