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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 | $44,423 | $76,551-42.0% | $123,894-64.1% | $62,881-29.4% |
| Participation rate | 39.7% | 73.0%-33.3pp | 81.4%-41.8pp | 69.3%-29.6pp |
| Annual return | 4.53% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,091 | $4,840-15.5% | $5,984-31.6% | $3,203+27.7% |
| Admin fee / account holder | $7,334 | $4,826+52.0% | $8,357-12.2% | $4,296+70.7% |