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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 | $27,636 | $49,255-43.9% | $70,494-60.8% | $79,856-65.4% |
| Participation rate | 48.5% | 69.2%-20.6pp | 75.1%-26.5pp | 69.6%-21.1pp |
| Annual return | 2.18% | 30.10%-27.9pp | 109.16%-107.0pp | 31.71%-29.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,786 | $2,768-35.5% | $3,711-51.9% | $3,741-52.3% |
| Admin fee / account holder | $2,861 | $2,879-0.6% | $3,848-25.6% | $5,306-46.1% |