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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 | $37,409 | $80,983-53.8% | $96,544-61.3% | $75,177-50.2% |
| Participation rate | 65.0% | 71.8%-6.8pp | 76.0%-11.0pp | 67.2%-2.2pp |
| Annual return | 7.11% | 27.05%-19.9pp | 25.88%-18.8pp | 160.75%-153.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,411 | $3,929-38.6% | $4,851-50.3% | $4,126-41.6% |
| Admin fee / account holder | $7,218 | $6,717+7.5% | $8,254-12.6% | $5,651+27.7% |