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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 | $37,027 | $54,541-32.1% | $78,778-53.0% | $70,126-47.2% |
| Participation rate | 43.2% | 60.8%-17.6pp | 69.2%-25.9pp | 69.5%-26.3pp |
| Annual return | 8.37% | 21.07%-12.7pp | 35.62%-27.3pp | 73.15%-64.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,284 | $2,210-41.9% | $2,958-56.6% | $3,332-61.5% |
| Admin fee / account holder | $2,036 | $3,709-45.1% | $5,134-60.3% | $4,645-56.2% |