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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 | $42,464 | $86,288-50.8% | $111,306-61.8% | $85,851-50.5% |
| Participation rate | 17.1% | 73.3%-56.3pp | 77.3%-60.2pp | 69.3%-52.2pp |
| Annual return | 8.91% | 19.99%-11.1pp | 54.67%-45.8pp | 318.63%-309.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,918 | $3,641-47.3% | $4,488-57.3% | $3,952-51.5% |
| Admin fee / account holder | $869 | $8,189-89.4% | $7,966-89.1% | $6,261-86.1% |