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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 | $39,845 | $67,602-41.1% | $82,312-51.6% | $70,126-43.2% |
| Participation rate | 14.0% | 72.8%-58.8pp | 76.9%-62.9pp | 69.5%-55.6pp |
| Annual return | 4.66% | 21.57%-16.9pp | 25.88%-21.2pp | 73.15%-68.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,385 | $2,987-53.6% | $3,706-62.6% | $3,332-58.4% |
| Admin fee / account holder | $1,498 | $4,512-66.8% | $5,608-73.3% | $4,645-67.8% |