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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 | $37,627 | $48,050-21.7% | $96,754-61.1% | $64,340-41.5% |
| Participation rate | 28.3% | 40.6%-12.2pp | 70.3%-41.9pp | 55.2%-26.9pp |
| Annual return | 11.33% | 23.41%-12.1pp | 82.04%-70.7pp | 24.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,994 | $2,191-9.0% | $4,758-58.1% | $2,980-33.1% |
| Admin fee / account holder | $9,445 | $3,741+152.4% | $8,905+6.1% | $3,703+155.1% |