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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 | $29,404 | $48,053-38.8% | $84,637-65.3% | $72,976-59.7% |
| Participation rate | 42.9% | 57.6%-14.7pp | 68.2%-25.4pp | 69.5%-26.6pp |
| Annual return | 5.71% | 37.39%-31.7pp | 258.82%-253.1pp | 81.02%-75.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,104 | $2,681-58.8% | $3,900-71.7% | $3,608-69.4% |
| Admin fee / account holder | $1,134 | $3,395-66.6% | $4,914-76.9% | $5,124-77.9% |