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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 | $49,418 | $62,672-21.1% | $185,117-73.3% | $70,126-29.5% |
| Participation rate | 39.4% | 63.8%-24.4pp | 77.3%-37.9pp | 69.5%-30.1pp |
| Annual return | 6.98% | 40.79%-33.8pp | 40.50%-33.5pp | 73.15%-66.2pp |
| Employer contribution / active EE | $1,726 | $1,753-1.5% | $4,182-58.7% | $2,343-26.3% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,768 | $3,932+72.1% | $8,159-17.0% | $4,645+45.7% |