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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 | $45,857 | $77,814-41.1% | $158,223-71.0% | $86,983-47.3% |
| Participation rate | 60.7% | 68.4%-7.7pp | 79.2%-18.5pp | 69.5%-8.9pp |
| Annual return | 10.04% | 30.54%-20.5pp | 52.09%-42.0pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,901 | $2,592-26.7% | $4,109-53.7% | $2,584-26.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $350 | $5,879-94.1% | $16,047-97.8% | $7,856-95.6% |