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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 | $38,410 | $76,551-49.8% | $123,894-69.0% | $62,881-38.9% |
| Participation rate | 24.4% | 73.0%-48.6pp | 81.4%-57.0pp | 69.3%-44.9pp |
| Annual return | 3.62% | 18.68%-15.1pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,857 | $4,840-41.0% | $5,984-52.3% | $3,203-10.8% |
| Admin fee / account holder | $3,564 | $4,826-26.1% | $8,357-57.3% | $4,296-17.0% |