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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 | $108,825-57.4% | $156,181-70.3% | $82,448-43.8% |
| Participation rate | 34.1% | 72.4%-38.3pp | 78.8%-44.7pp | 68.1%-34.0pp |
| Annual return | 9.02% | 20.59%-11.6pp | 64.87%-55.8pp | 41.64%-32.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,281 | $4,577-50.2% | $6,132-62.8% | $4,139-44.9% |
| Admin fee / account holder | $27,509 | $9,341+194.5% | $14,586+88.6% | $7,234+280.3% |