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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 | $46,492 | $100,194-53.6% | $122,979-62.2% | $86,983-46.6% |
| Participation rate | 69.0% | 73.0%-3.9pp | 77.2%-8.1pp | 69.5%-0.5pp |
| Annual return | 10.74% | 16.47%-5.7pp | 20.12%-9.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,820 | $4,133-31.8% | $5,003-43.6% | $4,194-32.8% |
| Admin fee / account holder | $11,327 | $10,148+11.6% | $12,864-11.9% | $7,856+44.2% |