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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 | $43,956 | $58,493-24.9% | $84,023-47.7% | $72,976-39.8% |
| Participation rate | 55.6% | 61.2%-5.7pp | 69.0%-13.5pp | 69.5%-13.9pp |
| Annual return | 1.77% | 28.93%-27.2pp | 71.32%-69.6pp | 81.02%-79.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,927 | $2,394-19.5% | $3,239-40.5% | $3,608-46.6% |
| Admin fee / account holder | $859 | $4,569-81.2% | $6,102-85.9% | $5,124-83.2% |