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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 | $39,474 | $76,371-48.3% | $93,621-57.8% | $72,975-45.9% |
| Participation rate | 60.0% | 71.8%-11.8pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | 3.27% | 25.82%-22.6pp | 32.76%-29.5pp | 81.01%-77.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,323 | $3,538-34.4% | $4,070-42.9% | $3,608-35.6% |
| Admin fee / account holder | $23,990 | $6,839+250.8% | $7,890+204.1% | $5,124+368.2% |