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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 | $53,035 | $76,551-30.7% | $123,894-57.2% | $62,881-15.7% |
| Participation rate | 55.6% | 73.0%-17.4pp | 81.4%-25.9pp | 69.3%-13.7pp |
| Annual return | 3.46% | 18.68%-15.2pp | 47.52%-44.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,634 | $4,840-45.6% | $5,984-56.0% | $3,203-17.8% |
| Admin fee / account holder | $11,134 | $4,826+130.7% | $8,357+33.2% | $4,296+159.2% |