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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 | $35,849 | $57,541-37.7% | $95,759-62.6% | $75,177-52.3% |
| Participation rate | 50.0% | 62.5%-12.5pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 8.08% | 34.93%-26.8pp | 28.42%-20.3pp | 160.75%-152.7pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,382 | $3,074-55.0% | $4,244-67.4% | $4,126-66.5% |
| Admin fee / account holder | $3,742 | $4,099-8.7% | $5,678-34.1% | $5,651-33.8% |