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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 | $34,982 | $106,280-67.1% | $96,538-63.8% | $139,487-74.9% |
| Participation rate | 39.1% | 77.8%-38.7pp | 74.3%-35.2pp | 80.3%-41.2pp |
| Annual return | 6.39% | 38.48%-32.1pp | 35.74%-29.3pp | 373.84%-367.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,687 | $5,457-14.1% | $4,880-4.0% | $6,713-30.2% |
| Admin fee / account holder | $47,543 | $7,888+502.7% | $6,737+605.7% | $11,407+316.8% |