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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 | $58,627-43.9% | $76,735-57.1% | $82,448-60.1% |
| Participation rate | 43.5% | 63.2%-19.7pp | 69.5%-26.0pp | 68.1%-24.6pp |
| Annual return | 10.54% | 39.10%-28.6pp | 29.77%-19.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,375 | $3,134-56.1% | $4,088-66.4% | $4,139-66.8% |
| Admin fee / account holder | $4,977 | $5,323-6.5% | $7,189-30.8% | $7,234-31.2% |