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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 | $39,540 | $52,279-24.4% | $89,414-55.8% | $79,852-50.5% |
| Participation rate | 30.0% | 57.5%-27.5pp | 68.0%-38.0pp | 69.6%-39.6pp |
| Annual return | 11.18% | 22.16%-11.0pp | 245.50%-234.3pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,747 | $2,740+0.2% | $3,890-29.4% | $3,740-26.6% |
| Admin fee / account holder | $14,288 | $3,356+325.7% | $4,883+192.6% | $5,306+169.3% |