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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 | $38,444 | $48,364-20.5% | $71,796-46.5% | $62,881-38.9% |
| Participation rate | 38.8% | 60.6%-21.8pp | 69.1%-30.3pp | 69.3%-30.5pp |
| Annual return | -2.98% | 13.16%-16.1pp | 78.04%-81.0pp | 20.14%-23.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,199 | $2,091+53.0% | $2,794+14.5% | $3,203-0.1% |
| Admin fee / account holder | $511 | $3,771-86.5% | $4,815-89.4% | $4,296-88.1% |