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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 | $57,057-37.6% | $85,009-58.1% | $80,874-56.0% |
| Participation rate | 8.0% | 56.4%-48.4pp | 67.5%-59.5pp | 67.6%-59.6pp |
| Annual return | 3.70% | 21.66%-18.0pp | 66.47%-62.8pp | 35.62%-31.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $820 | $3,112-73.7% | $4,522-81.9% | $4,297-80.9% |
| Admin fee / account holder | $14,052 | $4,986+181.8% | $6,153+128.4% | $6,935+102.6% |