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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 | $35,121 | $106,749-67.1% | $145,433-75.9% | $82,448-57.4% |
| Participation rate | 25.9% | 75.6%-49.7pp | 82.1%-56.2pp | 68.1%-42.1pp |
| Annual return | 12.20% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,242 | $6,519-19.6% | $7,897-33.6% | $4,139+26.6% |
| Admin fee / account holder | $20,612 | $8,390+145.7% | $13,129+57.0% | $7,234+184.9% |