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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 | $36,928 | $70,418-47.6% | $96,570-61.8% | $85,847-57.0% |
| Participation rate | 62.2% | 61.8%+0.4pp | 69.8%-7.6pp | 69.3%-7.1pp |
| Annual return | 8.92% | 18.59%-9.7pp | 37.79%-28.9pp | 318.61%-309.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,022 | $2,894-30.1% | $3,849-47.5% | $3,952-48.8% |
| Admin fee / account holder | $12,771 | $4,995+155.7% | $6,182+106.6% | $6,261+104.0% |