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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 | $30,227 | $67,602-55.3% | $82,312-63.3% | $70,126-56.9% |
| Participation rate | 47.8% | 72.8%-24.9pp | 76.9%-29.1pp | 69.5%-21.7pp |
| Annual return | 12.11% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,613 | $2,987-46.0% | $3,706-56.5% | $3,332-51.6% |
| Admin fee / account holder | $381 | $4,512-91.5% | $5,608-93.2% | $4,645-91.8% |