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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 | $42,553 | $71,215-40.2% | $93,696-54.6% | $80,935-47.4% |
| Participation rate | 30.9% | 60.4%-29.5pp | 68.7%-37.8pp | 67.7%-36.8pp |
| Annual return | 8.82% | 11.27%-2.4pp | 133.74%-124.9pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,495 | $4,037-63.0% | $4,417-66.1% | $4,299-65.2% |
| Admin fee / account holder | $1,429 | $6,958-79.5% | $8,287-82.8% | $6,924-79.4% |