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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 | $39,513 | $56,110-29.6% | $94,993-58.4% | $70,126-43.7% |
| Participation rate | 13.5% | 65.0%-51.5pp | 73.9%-60.4pp | 69.5%-56.1pp |
| Annual return | 10.44% | 51.02%-40.6pp | 27.14%-16.7pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,075 | $2,391-55.1% | $3,317-67.6% | $3,332-67.7% |
| Admin fee / account holder | $1,841 | $3,456-46.7% | $4,960-62.9% | $4,645-60.4% |