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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 | $28,135 | $48,364-41.8% | $71,796-60.8% | $62,881-55.3% |
| Participation rate | 60.0% | 60.6%-0.6pp | 69.1%-9.1pp | 69.3%-9.3pp |
| Annual return | 0.42% | 13.16%-12.7pp | 78.04%-77.6pp | 20.14%-19.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,016 | $2,091-51.4% | $2,794-63.7% | $3,203-68.3% |
| Admin fee / account holder | $515 | $3,771-86.3% | $4,815-89.3% | $4,296-88.0% |