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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 | $39,924 | $61,660-35.3% | $80,022-50.1% | $64,181-37.8% |
| Participation rate | 41.2% | 71.7%-30.5pp | 75.8%-34.7pp | 69.6%-28.4pp |
| Annual return | -8.07% | -0.33%-7.7pp | 11.22%-19.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,887 | $2,968-36.4% | $3,686-48.8% | $3,470-45.6% |
| Admin fee / account holder | $5,467 | $5,417+0.9% | $6,521-16.2% | $4,887+11.9% |