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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 | $46,041 | $69,977-34.2% | $108,582-57.6% | $62,881-26.8% |
| Participation rate | 68.1% | 72.9%-4.8pp | 79.6%-11.5pp | 69.3%-1.2pp |
| Annual return | 4.00% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,892 | $3,165-40.2% | $4,311-56.1% | $3,203-40.9% |
| Admin fee / account holder | $4,350 | $5,076-14.3% | $7,645-43.1% | $4,296+1.3% |