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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 | $35,836 | $56,544-36.6% | $75,501-52.5% | $70,126-48.9% |
| Participation rate | 44.8% | 68.1%-23.3pp | 72.4%-27.5pp | 69.5%-24.7pp |
| Annual return | 11.80% | 23.59%-11.8pp | 27.35%-15.6pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,106 | $2,580-57.1% | $3,142-64.8% | $3,332-66.8% |
| Admin fee / account holder | $3,831 | $3,827+0.1% | $5,801-33.9% | $4,645-17.5% |