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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 | $40,414 | $70,418-42.6% | $96,570-58.2% | $85,847-52.9% |
| Participation rate | 48.7% | 61.8%-13.1pp | 69.8%-21.1pp | 69.3%-20.6pp |
| Annual return | 6.34% | 18.59%-12.3pp | 37.79%-31.5pp | 318.61%-312.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,981 | $2,894-31.6% | $3,849-48.5% | $3,952-49.9% |
| Admin fee / account holder | $2,296 | $4,995-54.0% | $6,182-62.9% | $6,261-63.3% |