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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 | $31,498 | $57,061-44.8% | $85,063-63.0% | $80,911-61.1% |
| Participation rate | 51.9% | 56.3%-4.5pp | 67.5%-15.7pp | 67.6%-15.8pp |
| Annual return | 8.17% | 21.66%-13.5pp | 66.54%-58.4pp | 35.63%-27.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,970 | $3,110+27.6% | $4,523-12.2% | $4,297-7.6% |
| Admin fee / account holder | $3,744 | $4,986-24.9% | $6,155-39.2% | $6,935-46.0% |