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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 | $31,252 | $60,349-48.2% | $74,184-57.9% | $62,881-50.3% |
| Participation rate | 69.8% | 72.7%-3.0pp | 76.6%-6.9pp | 69.3%+0.5pp |
| Annual return | 4.62% | 21.38%-16.8pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,904 | $2,856-33.3% | $3,550-46.4% | $3,203-40.5% |
| Admin fee / account holder | $3,523 | $4,261-17.3% | $5,586-36.9% | $4,296-18.0% |