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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 | $35,734 | $48,078-25.7% | $78,676-54.6% | $62,881-43.2% |
| Participation rate | 53.6% | 65.2%-11.6pp | 73.6%-20.0pp | 69.3%-15.7pp |
| Annual return | 3.90% | 31.36%-27.5pp | 62.19%-58.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $464 | $2,015-77.0% | $2,850-83.7% | $2,281-79.6% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,403 | $3,206+130.9% | $4,510+64.1% | $4,296+72.3% |