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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 | $41,517 | $75,541-45.0% | $152,093-72.7% | $82,637-49.8% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 10.33% | 32.56%-22.2pp | 66.36%-56.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,439 | $3,206-55.1% | $5,451-73.6% | $4,126-65.1% |
| Admin fee / account holder | $866 | $6,405-86.5% | $14,497-94.0% | $7,339-88.2% |