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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 | $29,485 | $55,902-47.3% | $76,030-61.2% | $80,959-63.6% |
| Participation rate | 49.0% | 62.1%-13.0pp | 69.1%-20.0pp | 67.7%-18.6pp |
| Annual return | 9.05% | 20.59%-11.5pp | 361.54%-352.5pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,363 | $3,051-22.5% | $4,257-44.5% | $4,300-45.1% |
| Admin fee / account holder | $5,853 | $5,239+11.7% | $6,421-8.8% | $6,925-15.5% |