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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 | $37,979 | $70,486-46.1% | $100,528-62.2% | $79,852-52.4% |
| Participation rate | 48.5% | 73.6%-25.2pp | 79.4%-30.9pp | 69.6%-21.2pp |
| Annual return | 11.60% | 21.90%-10.3pp | 30.90%-19.3pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,029 | $5,182-41.5% | $6,271-51.7% | $3,740-19.0% |
| Admin fee / account holder | $4,359 | $4,480-2.7% | $8,084-46.1% | $5,306-17.9% |