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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 | $43,753 | $81,504-46.3% | $102,437-57.3% | $80,959-46.0% |
| Participation rate | 27.6% | 66.9%-39.3pp | 74.5%-46.9pp | 67.7%-40.1pp |
| Annual return | 8.00% | 25.60%-17.6pp | 24.95%-17.0pp | 35.67%-27.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,074 | $3,871-46.4% | $5,060-59.0% | $4,300-51.8% |
| Admin fee / account holder | $4,227 | $6,719-37.1% | $8,388-49.6% | $6,925-39.0% |