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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 | $42,288 | $72,492-41.7% | $87,104-51.5% | $72,975-42.1% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 2.61% | 24.46%-21.8pp | 28.19%-25.6pp | 81.01%-78.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,133 | $3,270-34.8% | $4,048-47.3% | $3,608-40.9% |
| Admin fee / account holder | $5,456 | $5,055+7.9% | $7,491-27.2% | $5,124+6.5% |