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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 | $49,958 | $49,9760% | $66,674-25.1% | $82,637-39.5% |
| Participation rate | 23.5% | 63.1%-39.6pp | 73.7%-50.2pp | 68.1%-44.6pp |
| Annual return | 12.84% | 39.09%-26.2pp | 321.24%-308.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,604 | $2,847-43.7% | $4,084-60.7% | $4,126-61.1% |
| Admin fee / account holder | $3,263 | $4,594-29.0% | $5,098-36.0% | $7,339-55.5% |