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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 | $46,373 | $110,137-57.9% | $161,149-71.2% | $82,637-43.9% |
| Participation rate | 34.1% | 72.4%-38.3pp | 78.8%-44.7pp | 68.1%-34.0pp |
| Annual return | 9.02% | 20.69%-11.7pp | 21.16%-12.1pp | 53.51%-44.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,281 | $4,575-50.1% | $6,153-62.9% | $4,126-44.7% |
| Admin fee / account holder | $27,509 | $9,467+190.6% | $15,194+81.0% | $7,339+274.8% |