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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 | $42,562 | $78,428-45.7% | $95,960-55.6% | $79,852-46.7% |
| Participation rate | 63.8% | 73.5%-9.7pp | 77.1%-13.3pp | 69.6%-5.8pp |
| Annual return | 9.05% | 19.37%-10.3pp | 91.63%-82.6pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,471 | $3,440-28.2% | $4,167-40.7% | $3,740-33.9% |
| Admin fee / account holder | $7,959 | $5,622+41.6% | $6,797+17.1% | $5,306+50.0% |