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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 | $40,465 | $82,133-50.7% | $147,318-72.5% | $64,097-36.9% |
| Participation rate | 34.3% | 62.3%-28.0pp | 82.1%-47.8pp | 55.2%-20.9pp |
| Annual return | 11.64% | 78.78%-67.1pp | 70.43%-58.8pp | 34.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,028 | $5,407-62.5% | $7,906-74.4% | $3,080-34.2% |
| Admin fee / account holder | $946 | $3,730-74.6% | $13,708-93.1% | $3,454-72.6% |