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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 | $34,212 | $54,541-37.3% | $78,778-56.6% | $70,126-51.2% |
| Participation rate | 52.7% | 60.8%-8.1pp | 69.2%-16.5pp | 69.5%-16.8pp |
| Annual return | 11.66% | 21.07%-9.4pp | 35.62%-24.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,965 | $2,210-11.1% | $2,958-33.6% | $3,332-41.0% |
| Admin fee / account holder | $5,629 | $3,709+51.8% | $5,134+9.6% | $4,645+21.2% |