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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 | $38,047 | $53,128-28.4% | $86,582-56.1% | $70,126-45.7% |
| Participation rate | 59.3% | 65.3%-6.0pp | 73.5%-14.3pp | 69.5%-10.3pp |
| Annual return | 8.57% | 27.66%-19.1pp | 965.08%-956.5pp | 73.15%-64.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,287 | $2,695-15.1% | $3,609-36.6% | $3,332-31.4% |
| Admin fee / account holder | $11,589 | $3,584+223.4% | $4,904+136.3% | $4,645+149.5% |