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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 | $40,519 | $59,440-31.8% | $78,004-48.1% | $82,637-51.0% |
| Participation rate | 29.4% | 62.8%-33.4pp | 69.4%-40.0pp | 68.1%-38.6pp |
| Annual return | 1.86% | 40.24%-38.4pp | 31.07%-29.2pp | 53.51%-51.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,145 | $3,138-63.5% | $4,092-72.0% | $4,126-72.3% |
| Admin fee / account holder | $18,745 | $5,504+240.6% | $7,578+147.4% | $7,339+155.4% |