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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 | $35,011 | $77,638-54.9% | $156,551-77.6% | $62,881-44.3% |
| Participation rate | 55.2% | 71.2%-16.0pp | 84.0%-28.8pp | 69.3%-14.1pp |
| Annual return | 3.06% | 50.33%-47.3pp | 32.23%-29.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,020 | $3,046-0.8% | $4,871-38.0% | $3,203-5.7% |
| Admin fee / account holder | $4,057 | $5,561-27.1% | $13,028-68.9% | $4,296-5.6% |