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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 | $61,688 | $53,774+14.7% | $134,162-54.0% | $79,852-22.7% |
| Participation rate | 31.9% | 58.8%-26.9pp | 72.2%-40.3pp | 69.6%-37.7pp |
| Annual return | -0.07% | 19.01%-19.1pp | 36.35%-36.4pp | 31.72%-31.8pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,314 | $2,420-45.7% | $3,500-62.4% | $3,740-64.9% |
| Admin fee / account holder | $23,240 | $3,985+483.2% | $6,685+247.6% | $5,306+338.0% |