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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 | $55,348 | $56,894-2.7% | $84,753-34.7% | $62,881-12.0% |
| Participation rate | 48.4% | 68.5%-20.2pp | 76.6%-28.2pp | 69.3%-20.9pp |
| Annual return | 3.34% | 6.30%-3.0pp | 22.78%-19.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,227 | $2,709+129.9% | $3,712+67.8% | $3,203+94.4% |
| Admin fee / account holder | $12,342 | $3,581+244.7% | $5,333+131.4% | $4,296+187.3% |