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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 | $48,732 | $84,236-42.1% | $170,435-71.4% | $70,126-30.5% |
| Participation rate | 40.7% | 70.8%-30.2pp | 83.6%-42.9pp | 69.5%-28.9pp |
| Annual return | 5.10% | 23.06%-18.0pp | 205.94%-200.8pp | 73.15%-68.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,300 | $3,086-57.9% | $4,939-73.7% | $3,332-61.0% |
| Admin fee / account holder | $665 | $5,698-88.3% | $13,881-95.2% | $4,645-85.7% |