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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 | $32,908 | $69,444-52.6% | $92,985-64.6% | $87,485-62.4% |
| Participation rate | 43.5% | 63.3%-19.8pp | 69.5%-26.0pp | 68.9%-25.5pp |
| Annual return | 10.54% | 23.85%-13.3pp | 27.99%-17.5pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,375 | $3,364-59.1% | $4,377-68.6% | $4,274-67.8% |
| Admin fee / account holder | $4,977 | $6,137-18.9% | $9,463-47.4% | $7,775-36.0% |