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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 | $44,010 | $49,255-10.6% | $70,494-37.6% | $79,856-44.9% |
| Participation rate | 49.4% | 69.2%-19.8pp | 75.1%-25.7pp | 69.6%-20.3pp |
| Annual return | 1.35% | 30.10%-28.7pp | 109.16%-107.8pp | 31.71%-30.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,319 | $2,768+19.9% | $3,711-10.6% | $3,741-11.3% |
| Admin fee / account holder | $5,396 | $2,879+87.4% | $3,848+40.2% | $5,306+1.7% |