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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 | $35,488 | $56,894-37.6% | $84,753-58.1% | $62,881-43.6% |
| Participation rate | 55.2% | 68.5%-13.4pp | 76.6%-21.4pp | 69.3%-14.1pp |
| Annual return | 3.09% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $990 | $2,400-58.8% | $3,574-72.3% | $2,281-56.6% |
| Participant deferral / active EE | $2,844 | $2,709+5.0% | $3,712-23.4% | $3,203-11.2% |
| Admin fee / account holder | $17,698 | $3,581+394.2% | $5,333+231.8% | $4,296+312.0% |