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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 | $42,531 | $65,027-34.6% | $90,970-53.2% | $79,852-46.7% |
| Participation rate | 39.3% | 61.6%-22.3pp | 69.0%-29.7pp | 69.6%-30.3pp |
| Annual return | 6.77% | 30.45%-23.7pp | 134.58%-127.8pp | 31.72%-25.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,132 | $2,512-15.1% | $3,373-36.8% | $3,740-43.0% |
| Admin fee / account holder | $10,216 | $4,535+125.2% | $5,960+71.4% | $5,306+92.5% |