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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 | $39,781 | $103,038-61.4% | $90,324-56.0% | $152,909-74.0% |
| Participation rate | 45.8% | 75.9%-30.0pp | 73.3%-27.4pp | 82.5%-36.6pp |
| Annual return | 0.07% | 95.25%-95.2pp | 78.15%-78.1pp | 345.46%-345.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,278 | $4,282-46.8% | $3,885-41.4% | $5,851-61.1% |
| Admin fee / account holder | $720 | $6,177-88.3% | $5,356-86.6% | $11,601-93.8% |