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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 | $25,881 | $65,712-60.6% | $57,196-54.8% | $273,972-90.6% |
| Participation rate | 30.4% | 78.3%-47.9pp | 75.3%-44.9pp | 83.0%-52.6pp |
| Annual return | -0.06% | 22.01%-22.1pp | 14.59%-14.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,201 | $3,782-41.8% | $3,096-28.9% | $5,287-58.4% |
| Admin fee / account holder | $1,481 | $4,838-69.4% | $3,141-52.9% | $10,133-85.4% |