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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 | $39,626 | $58,493-32.3% | $84,021-52.8% | $72,975-45.7% |
| Participation rate | 42.1% | 61.2%-19.1pp | 69.0%-26.9pp | 69.5%-27.4pp |
| Annual return | 14.54% | 28.93%-14.4pp | 71.32%-56.8pp | 81.01%-66.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,123 | $2,394-11.3% | $3,239-34.4% | $3,608-41.1% |
| Admin fee / account holder | $10,493 | $4,569+129.7% | $6,102+72.0% | $5,124+104.8% |