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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 | $42,461 | $55,930-24.1% | $76,089-44.2% | $80,925-47.5% |
| Participation rate | 44.4% | 62.1%-17.6pp | 69.1%-24.6pp | 67.7%-23.2pp |
| Annual return | 8.95% | 20.58%-11.6pp | 360.94%-352.0pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,400 | $3,051-54.1% | $4,259-67.1% | $4,299-67.4% |
| Admin fee / account holder | $6,473 | $5,241+23.5% | $6,418+0.9% | $6,940-6.7% |