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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 | $30,079 | $162,781-81.5% | $133,956-77.5% | $158,931-81.1% |
| Participation rate | 27.3% | 83.2%-55.9pp | 79.8%-52.6pp | 82.0%-54.7pp |
| Annual return | 0.73% | 41.94%-41.2pp | 45.09%-44.4pp | 302.86%-302.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,810 | $5,911-52.5% | $5,048-44.3% | $5,982-53.0% |
| Admin fee / account holder | $19,324 | $11,736+64.7% | $8,927+116.5% | $11,247+71.8% |