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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 | $21,568 | $58,627-63.2% | $76,735-71.9% | $82,448-73.8% |
| Participation rate | 40.0% | 63.2%-23.2pp | 69.5%-29.5pp | 68.1%-28.1pp |
| Annual return | 6.95% | 39.10%-32.1pp | 29.77%-22.8pp | 41.64%-34.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,688 | $3,134-46.1% | $4,088-58.7% | $4,139-59.2% |
| Admin fee / account holder | $41,807 | $5,323+685.5% | $7,189+481.5% | $7,234+477.9% |