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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 | $40,465 | $48,078-15.8% | $78,676-48.6% | $62,881-35.6% |
| Participation rate | 38.1% | 65.2%-27.1pp | 73.6%-35.5pp | 69.3%-31.2pp |
| Annual return | 4.24% | 31.36%-27.1pp | 62.19%-58.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,196 | $2,587-53.8% | $3,517-66.0% | $3,203-62.6% |
| Admin fee / account holder | $3,861 | $3,206+20.4% | $4,510-14.4% | $4,296-10.1% |