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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 | $44,178 | $53,128-16.8% | $86,582-49.0% | $70,126-37.0% |
| Participation rate | 43.8% | 65.3%-21.6pp | 73.5%-29.8pp | 69.5%-25.8pp |
| Annual return | 5.55% | 27.66%-22.1pp | 965.08%-959.5pp | 73.15%-67.6pp |
| Employer contribution / active EE | $1,433 | $2,068-30.7% | $2,839-49.5% | $2,343-38.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $321 | $3,584-91.0% | $4,904-93.5% | $4,645-93.1% |