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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 | $35,643 | $48,078-25.9% | $78,676-54.7% | $62,881-43.3% |
| Participation rate | 48.4% | 65.2%-16.8pp | 73.6%-25.2pp | 69.3%-20.9pp |
| Annual return | 4.11% | 31.36%-27.2pp | 62.19%-58.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,741 | $2,587-32.7% | $3,517-50.5% | $3,203-45.6% |
| Admin fee / account holder | $324 | $3,206-89.9% | $4,510-92.8% | $4,296-92.5% |