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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 | $37,287 | $48,011-22.3% | $63,803-41.6% | $82,637-54.9% |
| Participation rate | 62.7% | 66.6%-3.9pp | 72.7%-10.0pp | 68.1%-5.4pp |
| Annual return | 9.96% | 19.84%-9.9pp | 543.72%-533.8pp | 53.51%-43.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,835 | $2,846-35.5% | $3,843-52.3% | $4,126-55.5% |
| Admin fee / account holder | $831 | $3,873-78.5% | $5,196-84.0% | $7,339-88.7% |