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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 | $36,582 | $78,690-53.5% | $161,489-77.3% | $87,485-58.2% |
| Participation rate | 38.5% | 67.5%-29.0pp | 78.7%-40.2pp | 68.9%-30.5pp |
| Annual return | 9.60% | 32.74%-23.1pp | 89.72%-80.1pp | 26.06%-16.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,716 | $3,311-18.0% | $5,630-51.8% | $4,274-36.5% |
| Admin fee / account holder | $736 | $6,724-89.0% | $16,006-95.4% | $7,775-90.5% |