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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 | $37,408 | $54,763-31.7% | $90,324-58.6% | $72,976-48.7% |
| Participation rate | 51.2% | 65.2%-13.9pp | 73.3%-22.1pp | 69.5%-18.3pp |
| Annual return | 14.25% | 30.63%-16.4pp | 78.15%-63.9pp | 81.02%-66.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,054 | $2,887-63.5% | $3,885-72.9% | $3,608-70.8% |
| Admin fee / account holder | $5,898 | $3,973+48.4% | $5,356+10.1% | $5,124+15.1% |