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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 | $37,761 | $48,364-21.9% | $71,796-47.4% | $62,881-39.9% |
| Participation rate | 29.8% | 60.6%-30.8pp | 69.1%-39.3pp | 69.3%-39.5pp |
| Annual return | 3.76% | 13.16%-9.4pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,438 | $2,091-31.2% | $2,794-48.5% | $3,203-55.1% |
| Admin fee / account holder | $7,649 | $3,771+102.8% | $4,815+58.9% | $4,296+78.1% |