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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 | $29,561 | $39,132-24.5% | $57,196-48.3% | $62,881-53.0% |
| Participation rate | 28.6% | 70.5%-41.9pp | 75.3%-46.8pp | 69.3%-40.7pp |
| Annual return | -3.60% | 9.24%-12.8pp | 14.59%-18.2pp | 20.14%-23.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,260 | $2,374-46.9% | $3,096-59.3% | $3,203-60.7% |
| Admin fee / account holder | $1,751 | $2,594-32.5% | $3,141-44.3% | $4,296-59.2% |