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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 | $41,574 | $64,517-35.6% | $81,438-48.9% | $80,874-48.6% |
| Participation rate | 43.6% | 63.9%-20.3pp | 69.5%-25.9pp | 67.6%-24.1pp |
| Annual return | 7.25% | 16.35%-9.1pp | 24.74%-17.5pp | 35.62%-28.4pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,294 | $3,096-25.9% | $3,883-40.9% | $4,297-46.6% |
| Admin fee / account holder | $6,472 | $5,677+14.0% | $5,764+12.3% | $6,935-6.7% |