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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 | $39,141 | $54,541-28.2% | $78,778-50.3% | $70,126-44.2% |
| Participation rate | 57.1% | 60.8%-3.7pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 10.24% | 21.07%-10.8pp | 35.62%-25.4pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $998 | $2,210-54.9% | $2,958-66.3% | $3,332-70.1% |
| Admin fee / account holder | $7,214 | $3,709+94.5% | $5,134+40.5% | $4,645+55.3% |