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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 | $45,487 | $67,602-32.7% | $82,312-44.7% | $70,126-35.1% |
| Participation rate | 37.0% | 72.8%-35.7pp | 76.9%-39.9pp | 69.5%-32.5pp |
| Annual return | 8.81% | 21.57%-12.8pp | 25.88%-17.1pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,649 | $2,987-11.3% | $3,706-28.5% | $3,332-20.5% |
| Admin fee / account holder | $36,618 | $4,512+711.6% | $5,608+553.0% | $4,645+688.3% |