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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 | $35,403 | $50,919-30.5% | $155,556-77.2% | $77,762-54.5% |
| Participation rate | 17.9% | 63.1%-45.2pp | 78.2%-60.3pp | 70.6%-52.7pp |
| Annual return | 8.86% | 34.84%-26.0pp | 64.84%-56.0pp | 31.27%-22.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,469 | $2,824-48.0% | $5,631-73.9% | $4,651-68.4% |
| Admin fee / account holder | $4,165 | $437+853.6% | $15,885-73.8% | $433+862.1% |