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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 | $36,824 | $58,828-37.4% | $78,002-52.8% | $62,881-41.4% |
| Participation rate | 63.0% | 71.1%-8.1pp | 75.5%-12.6pp | 69.3%-6.3pp |
| Annual return | 4.02% | 17.16%-13.1pp | 425.99%-422.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,688 | $2,686-37.2% | $3,497-51.7% | $3,203-47.3% |
| Admin fee / account holder | $452 | $4,393-89.7% | $5,481-91.7% | $4,296-89.5% |