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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 | $33,207 | $76,551-56.6% | $123,894-73.2% | $62,881-47.2% |
| Participation rate | 52.8% | 73.0%-20.2pp | 81.4%-28.6pp | 69.3%-16.5pp |
| Annual return | 5.07% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,074 | $4,840-57.2% | $5,984-65.3% | $3,203-35.3% |
| Admin fee / account holder | $435 | $4,826-91.0% | $8,357-94.8% | $4,296-89.9% |