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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 | $45,824 | $58,493-21.7% | $84,021-45.5% | $72,975-37.2% |
| Participation rate | 29.3% | 61.2%-31.9pp | 69.0%-39.7pp | 69.5%-40.2pp |
| Annual return | 8.17% | 28.93%-20.8pp | 71.32%-63.1pp | 81.01%-72.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,333 | $2,394-44.3% | $3,239-58.8% | $3,608-63.0% |
| Admin fee / account holder | $782 | $4,569-82.9% | $6,102-87.2% | $5,124-84.7% |