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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 | $33,027 | $41,377-20.2% | $109,313-69.8% | $62,881-47.5% |
| Participation rate | 35.5% | 57.5%-22.1pp | 71.3%-35.8pp | 69.3%-33.8pp |
| Annual return | -2.93% | 11.05%-14.0pp | 22.07%-25.0pp | 20.14%-23.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $917 | $2,045-55.2% | $3,166-71.0% | $3,203-71.4% |
| Admin fee / account holder | $1,963 | $2,884-31.9% | $5,666-65.4% | $4,296-54.3% |