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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 | $34,106 | $45,087-24.4% | $69,483-50.9% | $72,976-53.3% |
| Participation rate | 28.6% | 68.5%-39.9pp | 74.6%-46.0pp | 69.5%-40.9pp |
| Annual return | 0.10% | 22.67%-22.6pp | 28.99%-28.9pp | 81.02%-80.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,308 | $2,603-49.7% | $3,537-63.0% | $3,608-63.7% |
| Admin fee / account holder | $2,738 | $3,057-10.4% | $3,841-28.7% | $5,124-46.6% |