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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 | $45,608 | $49,025-7.0% | $87,502-47.9% | $62,881-27.5% |
| Participation rate | 31.4% | 64.9%-33.5pp | 73.8%-42.4pp | 69.3%-37.9pp |
| Annual return | 3.98% | 10.02%-6.0pp | 12.21%-8.2pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,272 | $2,289-44.5% | $3,149-59.6% | $3,203-60.3% |
| Admin fee / account holder | $11,953 | $4,065+194.0% | $4,221+183.2% | $4,296+178.3% |