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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 | $35,038 | $39,132-10.5% | $57,196-38.7% | $62,881-44.3% |
| Participation rate | 40.6% | 70.5%-29.9pp | 75.3%-34.8pp | 69.3%-28.7pp |
| Annual return | -0.60% | 9.24%-9.8pp | 14.59%-15.2pp | 20.14%-20.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,652 | $2,374-30.4% | $3,096-46.7% | $3,203-48.4% |
| Admin fee / account holder | $3,369 | $2,594+29.9% | $3,141+7.3% | $4,296-21.6% |