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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 | $43,948 | $57,590-23.7% | $86,233-49.0% | $82,448-46.7% |
| Participation rate | 25.5% | 57.9%-32.4pp | 69.0%-43.6pp | 68.1%-42.6pp |
| Annual return | 13.42% | 22.41%-9.0pp | 61.39%-48.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,540 | $3,080-17.5% | $4,559-44.3% | $4,139-38.6% |
| Admin fee / account holder | $18,877 | $4,730+299.1% | $8,342+126.3% | $7,234+160.9% |