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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 | $41,504 | $56,116-26.0% | $135,768-69.4% | $86,983-52.3% |
| Participation rate | 60.0% | 60.1%-0.1pp | 71.1%-11.1pp | 69.5%-9.5pp |
| Annual return | 8.86% | 125.33%-116.5pp | 526.10%-517.2pp | 25.83%-17.0pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,922 | $2,690+8.6% | $3,977-26.5% | $4,194-30.3% |
| Admin fee / account holder | $2,051 | $4,314-52.4% | $7,048-70.9% | $7,856-73.9% |