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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 | $57,073-37.6% | $85,126-58.2% | $80,925-56.0% |
| Participation rate | 8.0% | 56.4%-48.4pp | 67.5%-59.5pp | 67.7%-59.7pp |
| Annual return | 3.70% | 21.69%-18.0pp | 66.63%-62.9pp | 35.65%-32.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $820 | $3,113-73.7% | $4,523-81.9% | $4,299-80.9% |
| Admin fee / account holder | $14,052 | $4,988+181.7% | $6,160+128.1% | $6,940+102.5% |