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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 | $32,947 | $52,580-37.3% | $71,671-54.0% | $70,126-53.0% |
| Participation rate | 56.9% | 60.9%-4.0pp | 68.7%-11.9pp | 69.5%-12.7pp |
| Annual return | 11.97% | 20.25%-8.3pp | 20.65%-8.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,513 | $2,386-36.6% | $3,438-56.0% | $3,332-54.6% |
| Admin fee / account holder | $8,430 | $3,653+130.8% | $5,558+51.7% | $4,645+81.5% |