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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 | $36,356 | $69,977-48.0% | $108,582-66.5% | $62,881-42.2% |
| Participation rate | 49.0% | 72.9%-23.9pp | 79.6%-30.6pp | 69.3%-20.3pp |
| Annual return | 1.88% | 10.73%-8.9pp | -51.70%+53.6pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,272 | $3,165+3.4% | $4,311-24.1% | $3,203+2.2% |
| Admin fee / account holder | $12,974 | $5,076+155.6% | $7,645+69.7% | $4,296+202.0% |