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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 | $56,278 | $106,749-47.3% | $145,433-61.3% | $82,448-31.7% |
| Participation rate | 45.5% | 75.6%-30.2pp | 82.1%-36.7pp | 68.1%-22.6pp |
| Annual return | 12.26% | 27.59%-15.3pp | 66.58%-54.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,483 | $6,519-31.2% | $7,897-43.2% | $4,139+8.3% |
| Admin fee / account holder | $19,151 | $8,390+128.3% | $13,129+45.9% | $7,234+164.7% |