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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 | $41,015 | $87,834-53.3% | $133,975-69.4% | $62,881-34.8% |
| Participation rate | 33.3% | 83.4%-50.0pp | 87.1%-53.7pp | 69.3%-36.0pp |
| Annual return | 4.85% | 12.05%-7.2pp | 29.29%-24.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,073 | $4,812-15.4% | $6,282-35.2% | $3,203+27.2% |
| Admin fee / account holder | $3,809 | $5,372-29.1% | $9,324-59.1% | $4,296-11.3% |