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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 | $46,696 | $94,031-50.3% | $115,768-59.7% | $82,448-43.4% |
| Participation rate | 37.0% | 70.4%-33.5pp | 74.4%-37.4pp | 68.1%-31.1pp |
| Annual return | 11.79% | 20.61%-8.8pp | 100.46%-88.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,785 | $3,972-55.1% | $4,917-63.7% | $4,139-56.9% |
| Admin fee / account holder | $808 | $10,249-92.1% | $12,439-93.5% | $7,234-88.8% |