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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 | $37,717 | $45,082-16.3% | $69,464-45.7% | $72,975-48.3% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 5.50% | 22.66%-17.2pp | 28.98%-23.5pp | 81.01%-75.5pp |
| Employer contribution / active EE | $2,599 | $2,055+26.5% | $2,779-6.5% | $2,440+6.5% |
| Participant deferral / active EE | $2,560 | $2,604-1.7% | $3,536-27.6% | $3,608-29.0% |
| Admin fee / account holder | $579 | $3,057-81.1% | $3,840-84.9% | $5,124-88.7% |