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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 | $31,423 | $65,712-52.2% | $57,196-45.1% | $273,972-88.5% |
| Participation rate | 65.2% | 78.3%-13.1pp | 75.3%-10.1pp | 83.0%-17.8pp |
| Annual return | 0.34% | 22.01%-21.7pp | 14.59%-14.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,392 | $3,782-36.8% | $3,096-22.8% | $5,287-54.8% |
| Admin fee / account holder | $980 | $4,838-79.7% | $3,141-68.8% | $10,133-90.3% |