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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 | $35,590 | $57,140-37.7% | $85,240-58.2% | $80,959-56.0% |
| Participation rate | 8.0% | 56.4%-48.4pp | 67.5%-59.5pp | 67.7%-59.7pp |
| Annual return | 3.70% | 21.71%-18.0pp | 66.75%-63.1pp | 35.67%-32.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $820 | $3,115-73.7% | $4,527-81.9% | $4,300-80.9% |
| Admin fee / account holder | $14,052 | $4,992+181.5% | $6,165+127.9% | $6,925+102.9% |