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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 | $46,534 | $72,486-35.8% | $87,103-46.6% | $72,976-36.2% |
| Participation rate | 63.5% | 72.8%-9.4pp | 76.9%-13.4pp | 69.5%-6.0pp |
| Annual return | 2.88% | 24.46%-21.6pp | 28.19%-25.3pp | 81.02%-78.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,280 | $3,270+30.9% | $4,049+5.7% | $3,608+18.6% |
| Admin fee / account holder | $18,411 | $5,055+264.2% | $7,491+145.8% | $5,124+259.3% |