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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 | $36,639 | $84,953-56.9% | $163,379-77.6% | $82,637-55.7% |
| Participation rate | 34.6% | 65.9%-31.3pp | 76.8%-42.2pp | 68.1%-33.4pp |
| Annual return | 7.27% | 23.07%-15.8pp | 63.41%-56.1pp | 53.51%-46.2pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,759 | $4,326-36.2% | $6,282-56.1% | $4,126-33.1% |
| Admin fee / account holder | $24,925 | $7,921+214.7% | $9,818+153.9% | $7,339+239.6% |