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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 | $31,706 | $48,364-34.4% | $71,796-55.8% | $62,881-49.6% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | -1.11% | 13.16%-14.3pp | 78.04%-79.1pp | 20.14%-21.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,527 | $2,091-27.0% | $2,794-45.4% | $3,203-52.3% |
| Admin fee / account holder | $2,980 | $3,771-21.0% | $4,815-38.1% | $4,296-30.6% |