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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 | $46,641 | $60,349-22.7% | $74,184-37.1% | $62,881-25.8% |
| Participation rate | 41.8% | 72.7%-30.9pp | 76.6%-34.8pp | 69.3%-27.5pp |
| Annual return | 3.23% | 21.38%-18.1pp | 17.74%-14.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,334 | $2,856-53.3% | $3,550-62.4% | $3,203-58.4% |
| Admin fee / account holder | $32,443 | $4,261+661.4% | $5,586+480.8% | $4,296+655.2% |