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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 | $55,570 | $117,904-52.9% | $102,457-45.8% | $145,978-61.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 6.30% | 31.80%-25.5pp | 29.41%-23.1pp | 550.52%-544.2pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,949 | $5,733-13.7% | $5,054-2.1% | $6,690-26.0% |
| Admin fee / account holder | $9,649 | $13,329-27.6% | $9,451+2.1% | $13,400-28.0% |