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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 | $55,279 | $67,411-18.0% | $91,004-39.3% | $70,126-21.2% |
| Participation rate | 43.6% | 71.4%-27.8pp | 75.6%-32.0pp | 69.5%-26.0pp |
| Annual return | 11.57% | -40.16%+51.7pp | 4.60%+7.0pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,365 | $2,823-51.7% | $3,548-61.5% | $3,332-59.0% |
| Admin fee / account holder | $959 | $4,236-77.4% | $5,417-82.3% | $4,645-79.4% |