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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 | $46,476 | $52,580-11.6% | $71,671-35.2% | $70,126-33.7% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 11.44% | 20.25%-8.8pp | 20.65%-9.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,278 | $2,386+37.4% | $3,438-4.6% | $3,332-1.6% |
| Admin fee / account holder | $23,037 | $3,653+530.7% | $5,558+314.4% | $4,645+395.9% |