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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 | $40,718 | $48,364-15.8% | $71,796-43.3% | $62,881-35.2% |
| Participation rate | 47.4% | 60.6%-13.3pp | 69.1%-21.7pp | 69.3%-21.9pp |
| Annual return | 4.68% | 13.16%-8.5pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,532 | $2,091-26.7% | $2,794-45.2% | $3,203-52.2% |
| Admin fee / account holder | $5,409 | $3,771+43.4% | $4,815+12.3% | $4,296+25.9% |