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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 | $31,391 | $77,920-59.7% | $149,723-79.0% | $75,177-58.2% |
| Participation rate | 44.4% | 65.6%-21.1pp | 78.8%-34.3pp | 67.2%-22.8pp |
| Annual return | 6.74% | 31.72%-25.0pp | 134.50%-127.8pp | 160.75%-154.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $952 | $3,411-72.1% | $5,682-83.3% | $4,126-76.9% |
| Admin fee / account holder | $2,838 | $5,951-52.3% | $13,215-78.5% | $5,651-49.8% |