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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 | $58,483 | $67,602-13.5% | $82,312-28.9% | $70,126-16.6% |
| Participation rate | 39.7% | 72.8%-33.1pp | 76.9%-37.2pp | 69.5%-29.8pp |
| Annual return | 8.76% | 21.57%-12.8pp | 25.88%-17.1pp | 73.15%-64.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,949 | $2,987-34.7% | $3,706-47.4% | $3,332-41.5% |
| Admin fee / account holder | $3,349 | $4,512-25.8% | $5,608-40.3% | $4,645-27.9% |