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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 | $42,504 | $103,008-58.7% | $90,304-52.9% | $152,897-72.2% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.5%-24.6pp |
| Annual return | 1.01% | 95.22%-94.2pp | 78.13%-77.1pp | 345.43%-344.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,105 | $4,281-74.2% | $3,885-71.6% | $5,851-81.1% |
| Admin fee / account holder | $2,551 | $6,175-58.7% | $5,354-52.4% | $11,599-78.0% |