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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 | $51,470 | $58,493-12.0% | $84,021-38.7% | $72,975-29.5% |
| Participation rate | 37.5% | 61.2%-23.7pp | 69.0%-31.5pp | 69.5%-32.0pp |
| Annual return | 15.15% | 28.93%-13.8pp | 71.32%-56.2pp | 81.01%-65.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,411 | $2,394-41.1% | $3,239-56.4% | $3,608-60.9% |
| Admin fee / account holder | $7,074 | $4,569+54.8% | $6,102+15.9% | $5,124+38.1% |