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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 | $43,308 | $45,082-3.9% | $69,464-37.7% | $72,975-40.7% |
| Participation rate | 31.7% | 68.5%-36.7pp | 74.6%-42.9pp | 69.5%-37.7pp |
| Annual return | 4.81% | 22.66%-17.8pp | 28.98%-24.2pp | 81.01%-76.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,109 | $2,604-57.4% | $3,536-68.6% | $3,608-69.3% |
| Admin fee / account holder | $11,174 | $3,057+265.5% | $3,840+191.0% | $5,124+118.1% |