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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 | $44,070 | $60,349-27.0% | $74,184-40.6% | $62,881-29.9% |
| Participation rate | 61.3% | 72.7%-11.4pp | 76.6%-15.3pp | 69.3%-8.0pp |
| Annual return | 3.03% | 21.38%-18.3pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,672 | $2,856-6.4% | $3,550-24.7% | $3,203-16.6% |
| Admin fee / account holder | $39,042 | $4,261+816.3% | $5,586+599.0% | $4,296+808.9% |