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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 | $37,732 | $215,361-82.5% | $171,082-77.9% | $273,972-86.2% |
| Participation rate | 25.0% | 82.0%-57.0pp | 76.7%-51.7pp | 83.0%-58.0pp |
| Annual return | 0.52% | 25.14%-24.6pp | 32.56%-32.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,816 | $5,543-31.2% | $4,797-20.4% | $5,287-27.8% |
| Admin fee / account holder | $544 | $10,846-95.0% | $8,520-93.6% | $10,133-94.6% |