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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 | $43,150 | $72,486-40.5% | $87,103-50.5% | $72,976-40.9% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 3.70% | 24.46%-20.8pp | 28.19%-24.5pp | 81.02%-77.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,254 | $3,270-31.1% | $4,049-44.3% | $3,608-37.5% |
| Admin fee / account holder | $719 | $5,055-85.8% | $7,491-90.4% | $5,124-86.0% |