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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 | $41,317 | $76,551-46.0% | $123,894-66.7% | $62,881-34.3% |
| Participation rate | 52.0% | 73.0%-21.0pp | 81.4%-29.4pp | 69.3%-17.3pp |
| Annual return | 2.47% | 18.68%-16.2pp | 47.52%-45.0pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,337 | $4,840+30.9% | $5,984+5.9% | $3,203+97.8% |
| Admin fee / account holder | $6,289 | $4,826+30.3% | $8,357-24.8% | $4,296+46.4% |