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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 | $102,609-80.5% | $98,090-79.6% | $138,895-85.6% |
| Participation rate | 37.5% | 82.8%-45.3pp | 81.5%-44.0pp | 79.9%-42.4pp |
| Annual return | 9.86% | 36.44%-26.6pp | 37.05%-27.2pp | 145.39%-135.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,544 | $8,167-44.4% | $7,845-42.1% | $6,396-29.0% |
| Admin fee / account holder | $34,361 | $11,434+200.5% | $11,815+190.8% | $12,562+173.5% |