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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 | $49,869 | $56,894-12.3% | $84,753-41.2% | $62,881-20.7% |
| Participation rate | 35.7% | 68.5%-32.8pp | 76.6%-40.9pp | 69.3%-33.6pp |
| Annual return | 3.49% | 6.30%-2.8pp | 22.78%-19.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,117 | $2,709-21.8% | $3,712-43.0% | $3,203-33.9% |
| Admin fee / account holder | $2,185 | $3,581-39.0% | $5,333-59.0% | $4,296-49.1% |