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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 | $36,287 | $75,541-52.0% | $152,093-76.1% | $82,637-56.1% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 12.64% | 32.56%-19.9pp | 66.36%-53.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,256 | $3,206-60.8% | $5,451-77.0% | $4,126-69.6% |
| Admin fee / account holder | $5,934 | $6,405-7.3% | $14,497-59.1% | $7,339-19.1% |