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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 | $43,236 | $32,037+35.0% | $69,182-37.5% | $62,881-31.2% |
| Participation rate | 28.4% | 43.4%-15.0pp | 55.1%-26.7pp | 69.3%-40.9pp |
| Annual return | 3.42% | 15.16%-11.7pp | -21.93%+25.4pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,802 | $1,185+52.0% | $1,897-5.0% | $3,203-43.8% |
| Admin fee / account holder | $3,686 | $2,608+41.3% | $2,697+36.7% | $4,296-14.2% |