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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 | $28,967 | $71,208-59.3% | $93,681-69.1% | $80,911-64.2% |
| Participation rate | 45.5% | 60.4%-14.9pp | 68.7%-23.3pp | 67.6%-22.2pp |
| Annual return | 8.41% | 11.27%-2.9pp | 133.47%-125.1pp | 35.63%-27.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,692 | $4,035-58.1% | $4,415-61.7% | $4,297-60.6% |
| Admin fee / account holder | $3,670 | $6,951-47.2% | $8,290-55.7% | $6,935-47.1% |