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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 | $33,092 | $53,774-38.5% | $134,162-75.3% | $79,856-58.6% |
| Participation rate | 11.1% | 58.8%-47.7pp | 72.2%-61.1pp | 69.6%-58.5pp |
| Annual return | 5.08% | 19.01%-13.9pp | 36.35%-31.3pp | 31.71%-26.6pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,074 | $2,420-55.6% | $3,500-69.3% | $3,741-71.3% |
| Admin fee / account holder | $18,254 | $3,985+358.1% | $6,685+173.0% | $5,306+244.0% |