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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 | $45,993 | $65,034-29.3% | $90,970-49.4% | $79,856-42.4% |
| Participation rate | 51.5% | 61.6%-10.1pp | 69.0%-17.5pp | 69.6%-18.1pp |
| Annual return | 8.61% | 30.45%-21.8pp | 134.60%-126.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,186 | $2,512-52.8% | $3,373-64.8% | $3,741-68.3% |
| Admin fee / account holder | $2,274 | $4,536-49.9% | $5,961-61.9% | $5,306-57.1% |