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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 | $33,119 | $81,446-59.3% | $103,374-68.0% | $80,874-59.0% |
| Participation rate | 56.5% | 66.9%-10.3pp | 74.5%-18.0pp | 67.6%-11.1pp |
| Annual return | 6.52% | 25.57%-19.0pp | 24.89%-18.4pp | 35.62%-29.1pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,863 | $3,870-51.9% | $5,058-63.2% | $4,297-56.6% |
| Admin fee / account holder | $27,082 | $6,715+303.3% | $8,394+222.6% | $6,935+290.5% |