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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 | $29,966 | $49,249-39.2% | $70,476-57.5% | $79,852-62.5% |
| Participation rate | 40.7% | 69.2%-28.4pp | 75.1%-34.3pp | 69.6%-28.9pp |
| Annual return | 4.33% | 30.09%-25.8pp | 109.12%-104.8pp | 31.72%-27.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,350 | $2,769-15.1% | $3,710-36.7% | $3,740-37.2% |
| Admin fee / account holder | $1,007 | $2,878-65.0% | $3,847-73.8% | $5,306-81.0% |