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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 | $38,294 | $54,757-30.1% | $90,304-57.6% | $72,975-47.5% |
| Participation rate | 23.3% | 65.2%-41.8pp | 73.3%-49.9pp | 69.5%-46.2pp |
| Annual return | 14.20% | 30.63%-16.4pp | 78.13%-63.9pp | 81.01%-66.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $622 | $3,973-84.3% | $5,354-88.4% | $5,124-87.9% |