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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 | $95,453-51.3% | $112,040-58.5% | $82,448-43.6% |
| Participation rate | 69.0% | 72.8%-3.7pp | 76.5%-7.4pp | 68.1%+1.0pp |
| Annual return | 10.74% | 23.92%-13.2pp | 24.52%-13.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,820 | $4,224-33.2% | $5,098-44.7% | $4,139-31.9% |
| Admin fee / account holder | $11,327 | $9,013+25.7% | $12,098-6.4% | $7,234+56.6% |