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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 | $36,662 | $73,981-50.4% | $105,754-65.3% | $62,881-41.7% |
| Participation rate | 53.6% | 71.7%-18.1pp | 78.9%-25.3pp | 69.3%-15.7pp |
| Annual return | 3.66% | 17.60%-13.9pp | 12.25%-8.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,605 | $4,038-60.3% | $5,326-69.9% | $3,203-49.9% |
| Admin fee / account holder | $7,776 | $5,976+30.1% | $8,309-6.4% | $4,296+81.0% |