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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 | $36,260 | $58,493-38.0% | $84,023-56.8% | $72,976-50.3% |
| Participation rate | 31.8% | 61.2%-29.4pp | 69.0%-37.2pp | 69.5%-37.7pp |
| Annual return | 15.43% | 28.93%-13.5pp | 71.32%-55.9pp | 81.02%-65.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,343 | $2,394-43.9% | $3,239-58.6% | $3,608-62.8% |
| Admin fee / account holder | $46,977 | $4,569+928.2% | $6,102+669.9% | $5,124+816.8% |