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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 | $52,032 | $65,246-20.3% | $98,716-47.3% | $67,986-23.5% |
| Participation rate | 15.9% | 51.4%-35.5pp | 69.3%-53.4pp | 57.2%-41.3pp |
| Annual return | 10.02% | 20.58%-10.6pp | 31.81%-21.8pp | 31.67%-21.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,242 | $2,594-52.1% | $4,048-69.3% | $3,358-63.0% |
| Admin fee / account holder | $18,436 | $4,561+304.2% | $8,703+111.8% | $3,203+475.5% |