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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 | $48,465 | $49,025-1.1% | $87,502-44.6% | $62,881-22.9% |
| Participation rate | 32.3% | 64.9%-32.6pp | 73.8%-41.6pp | 69.3%-37.0pp |
| Annual return | 4.43% | 10.02%-5.6pp | 12.21%-7.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $920 | $2,289-59.8% | $3,149-70.8% | $3,203-71.3% |
| Admin fee / account holder | $1,153 | $4,065-71.6% | $4,221-72.7% | $4,296-73.2% |