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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 | $29,515 | $64,359-54.1% | $90,161-67.3% | $70,126-57.9% |
| Participation rate | 44.8% | 70.4%-25.6pp | 76.9%-32.0pp | 69.5%-24.7pp |
| Annual return | 12.25% | 28.13%-15.9pp | 34.89%-22.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,970 | $4,389-55.1% | $5,287-62.7% | $3,332-40.9% |
| Admin fee / account holder | $5,935 | $3,945+50.4% | $5,943-0.1% | $4,645+27.8% |