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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 | $40,056 | $65,034-38.4% | $90,970-56.0% | $79,856-49.8% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.0%-29.0pp | 69.6%-29.6pp |
| Annual return | 5.20% | 30.45%-25.3pp | 134.60%-129.4pp | 31.71%-26.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,265 | $2,512-49.7% | $3,373-62.5% | $3,741-66.2% |
| Admin fee / account holder | $1,572 | $4,536-65.3% | $5,961-73.6% | $5,306-70.4% |