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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 | $35,216 | $48,076-26.8% | $78,693-55.2% | $62,891-44.0% |
| Participation rate | 51.7% | 65.2%-13.5pp | 73.6%-21.8pp | 69.3%-17.6pp |
| Annual return | -1.06% | 31.35%-32.4pp | 62.18%-63.2pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,998 | $2,588-22.8% | $3,517-43.2% | $3,203-37.6% |
| Admin fee / account holder | $4,732 | $3,207+47.5% | $4,511+4.9% | $4,296+10.2% |