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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 | $40,183 | $48,076-16.4% | $78,693-48.9% | $62,891-36.1% |
| Participation rate | 31.1% | 65.2%-34.1pp | 73.6%-42.5pp | 69.3%-38.2pp |
| Annual return | 1.01% | 31.35%-30.3pp | 62.18%-61.2pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,016 | $2,588-22.1% | $3,517-42.7% | $3,203-37.1% |
| Admin fee / account holder | $1,516 | $3,207-52.7% | $4,511-66.4% | $4,296-64.7% |