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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 | $42,855 | $67,411-36.4% | $91,004-52.9% | $70,126-38.9% |
| Participation rate | 44.4% | 71.4%-26.9pp | 75.6%-31.2pp | 69.5%-25.1pp |
| Annual return | 9.45% | -40.16%+49.6pp | 4.60%+4.9pp | 73.15%-63.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,062 | $2,823+8.5% | $3,548-13.7% | $3,332-8.1% |
| Admin fee / account holder | $559 | $4,236-86.8% | $5,417-89.7% | $4,645-88.0% |