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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 | $72,471-54.6% | $94,215-65.1% | $86,983-62.2% |
| Participation rate | 43.5% | 63.9%-20.4pp | 70.0%-26.5pp | 69.5%-26.1pp |
| Annual return | 10.54% | 26.44%-15.9pp | 28.22%-17.7pp | 25.83%-15.3pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,375 | $3,397-59.5% | $4,276-67.8% | $4,194-67.2% |
| Admin fee / account holder | $4,977 | $6,468-23.1% | $10,216-51.3% | $7,856-36.6% |