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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 | $39,046 | $77,901-49.9% | $149,717-73.9% | $75,181-48.1% |
| Participation rate | 17.1% | 65.6%-48.5pp | 78.8%-61.7pp | 67.2%-50.1pp |
| Annual return | 7.28% | 31.73%-24.4pp | 134.41%-127.1pp | 160.69%-153.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,341 | $3,411-60.7% | $5,682-76.4% | $4,126-67.5% |
| Admin fee / account holder | $2,503 | $5,949-57.9% | $13,213-81.1% | $5,650-55.7% |