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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 | $38,350 | $37,446+2.4% | $77,513-50.5% | $79,852-52.0% |
| Participation rate | 27.1% | 41.5%-14.4pp | 54.2%-27.0pp | 69.6%-42.5pp |
| Annual return | 8.06% | 39.76%-31.7pp | 54.81%-46.7pp | 31.72%-23.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $660 | $1,261-47.6% | $1,861-64.5% | $3,740-82.3% |
| Admin fee / account holder | $6,447 | $2,506+157.2% | $2,859+125.5% | $5,306+21.5% |