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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 | $43,067 | $73,955-41.8% | $96,520-55.4% | $75,181-42.7% |
| Participation rate | 46.4% | 66.4%-20.0pp | 74.3%-27.9pp | 67.2%-20.8pp |
| Annual return | 12.17% | 26.72%-14.6pp | 35.72%-23.6pp | 160.69%-148.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,336 | $3,659-36.2% | $4,879-52.1% | $4,126-43.4% |
| Admin fee / account holder | $2,579 | $5,217-50.6% | $6,733-61.7% | $5,650-54.4% |