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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 | $44,739 | $56,894-21.4% | $84,753-47.2% | $62,881-28.9% |
| Participation rate | 39.1% | 68.5%-29.5pp | 76.6%-37.5pp | 69.3%-30.2pp |
| Annual return | -0.52% | 6.30%-6.8pp | 22.78%-23.3pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,237 | $2,400-48.4% | $3,574-65.4% | $2,281-45.8% |
| Participant deferral / active EE | $3,700 | $2,709+36.6% | $3,712-0.3% | $3,203+15.5% |
| Admin fee / account holder | $1,867 | $3,581-47.9% | $5,333-65.0% | $4,296-56.5% |