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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 | $41,980 | $83,485-49.7% | $125,195-66.5% | $72,976-42.5% |
| Participation rate | 63.5% | 73.3%-9.8pp | 79.8%-16.3pp | 69.5%-6.0pp |
| Annual return | 2.23% | 25.77%-23.5pp | 43.79%-41.6pp | 81.02%-78.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,340 | $3,586-34.7% | $4,937-52.6% | $3,608-35.1% |
| Admin fee / account holder | $998 | $5,518-81.9% | $9,704-89.7% | $5,124-80.5% |