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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 | $35,362 | $56,894-37.8% | $84,753-58.3% | $62,881-43.8% |
| Participation rate | 45.2% | 68.5%-23.3pp | 76.6%-31.4pp | 69.3%-24.1pp |
| Annual return | -0.87% | 6.30%-7.2pp | 22.78%-23.6pp | 20.14%-21.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,116 | $2,709-58.8% | $3,712-69.9% | $3,203-65.2% |
| Admin fee / account holder | $9,129 | $3,581+154.9% | $5,333+71.2% | $4,296+112.5% |