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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 | $19,997 | $97,289-79.4% | $92,805-78.5% | $155,188-87.1% |
| Participation rate | 37.5% | 84.2%-46.7pp | 83.5%-46.0pp | 80.8%-43.3pp |
| Annual return | 9.86% | 29.03%-19.2pp | 31.59%-21.7pp | 148.84%-139.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,544 | $8,795-48.3% | $8,448-46.2% | $6,531-30.4% |
| Admin fee / account holder | $34,361 | $12,015+186.0% | $10,911+214.9% | $14,480+137.3% |