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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 | $38,953 | $62,549-37.7% | $85,705-54.5% | $85,851-54.6% |
| Participation rate | 27.6% | 61.1%-33.6pp | 69.9%-42.3pp | 69.3%-41.7pp |
| Annual return | 10.91% | 23.77%-12.9pp | 21.49%-10.6pp | 318.63%-307.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,759 | $2,802-37.2% | $3,924-55.2% | $3,952-55.5% |
| Admin fee / account holder | $16,131 | $4,644+247.4% | $6,877+134.6% | $6,261+157.7% |