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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 | $33,917 | $60,349-43.8% | $74,184-54.3% | $62,881-46.1% |
| Participation rate | 64.7% | 72.7%-8.0pp | 76.6%-11.9pp | 69.3%-4.6pp |
| Annual return | -2.14% | 21.38%-23.5pp | 17.74%-19.9pp | 20.14%-22.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,905 | $2,856-33.3% | $3,550-46.3% | $3,203-40.5% |
| Admin fee / account holder | $7,055 | $4,261+65.6% | $5,586+26.3% | $4,296+64.2% |