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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 | $38,533 | $54,541-29.4% | $78,778-51.1% | $70,126-45.1% |
| Participation rate | 40.6% | 60.8%-20.2pp | 69.2%-28.6pp | 69.5%-28.9pp |
| Annual return | 6.83% | 21.07%-14.2pp | 35.62%-28.8pp | 73.15%-66.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,436 | $2,210+10.2% | $2,958-17.7% | $3,332-26.9% |
| Admin fee / account holder | $8,400 | $3,709+126.5% | $5,134+63.6% | $4,645+80.8% |