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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 | $33,670 | $55,713-39.6% | $75,901-55.6% | $72,975-53.9% |
| Participation rate | 54.7% | 61.1%-6.4pp | 69.3%-14.6pp | 69.5%-14.8pp |
| Annual return | 12.35% | 27.60%-15.2pp | 30.76%-18.4pp | 81.01%-68.7pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,651 | $2,634-37.3% | $3,603-54.2% | $3,608-54.2% |
| Admin fee / account holder | $1,479 | $3,980-62.8% | $5,420-72.7% | $5,124-71.1% |