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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 | $35,205 | $81,664-56.9% | $70,476-50.0% | $158,966-77.9% |
| Participation rate | 46.2% | 77.7%-31.6pp | 75.1%-28.9pp | 82.0%-35.8pp |
| Annual return | 1.72% | 208.59%-206.9pp | 109.12%-107.4pp | 302.95%-301.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,233 | $4,556-72.9% | $3,710-66.8% | $5,983-79.4% |
| Admin fee / account holder | $994 | $6,197-84.0% | $3,847-74.2% | $11,250-91.2% |