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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 | $32,052 | $49,025-34.6% | $87,502-63.4% | $62,881-49.0% |
| Participation rate | 48.6% | 64.9%-16.3pp | 73.8%-25.3pp | 69.3%-20.7pp |
| Annual return | 2.72% | 10.02%-7.3pp | 12.21%-9.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,875 | $2,289-18.1% | $3,149-40.5% | $3,203-41.5% |
| Admin fee / account holder | $2,854 | $4,065-29.8% | $4,221-32.4% | $4,296-33.6% |