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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 | $39,961 | $67,411-40.7% | $91,004-56.1% | $70,126-43.0% |
| Participation rate | 69.7% | 71.4%-1.7pp | 75.6%-5.9pp | 69.5%+0.2pp |
| Annual return | 11.54% | -40.16%+51.7pp | 4.60%+6.9pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,289 | $2,823-18.9% | $3,548-35.5% | $3,332-31.3% |
| Admin fee / account holder | $1,560 | $4,236-63.2% | $5,417-71.2% | $4,645-66.4% |