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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 | $48,906 | $72,486-32.5% | $87,103-43.9% | $72,976-33.0% |
| Participation rate | 58.5% | 72.8%-14.3pp | 76.9%-18.3pp | 69.5%-11.0pp |
| Annual return | 13.91% | 24.46%-10.5pp | 28.19%-14.3pp | 81.02%-67.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,046 | $3,270-6.9% | $4,049-24.8% | $3,608-15.6% |
| Admin fee / account holder | $28,375 | $5,055+461.4% | $7,491+278.8% | $5,124+453.8% |