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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 | $34,115 | $77,896-56.2% | $134,172-74.6% | $82,448-58.6% |
| Participation rate | 62.1% | 62.8%-0.7pp | 72.5%-10.4pp | 68.1%-6.0pp |
| Annual return | 7.24% | 18.21%-11.0pp | 25.30%-18.1pp | 41.64%-34.4pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,794 | $3,162-43.3% | $4,690-61.8% | $4,139-56.7% |
| Admin fee / account holder | $3,469 | $6,336-45.3% | $12,016-71.1% | $7,234-52.1% |