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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 | $32,829 | $48,364-32.1% | $71,796-54.3% | $62,881-47.8% |
| Participation rate | 32.1% | 60.6%-28.5pp | 69.1%-37.0pp | 69.3%-37.2pp |
| Annual return | 3.99% | 13.16%-9.2pp | 78.04%-74.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,387 | $2,091-33.7% | $2,794-50.4% | $3,203-56.7% |
| Admin fee / account holder | $2,654 | $3,771-29.6% | $4,815-44.9% | $4,296-38.2% |