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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 | $36,743 | $54,541-32.6% | $78,778-53.4% | $70,126-47.6% |
| Participation rate | 41.4% | 60.8%-19.4pp | 69.2%-27.8pp | 69.5%-28.1pp |
| Annual return | 8.70% | 21.07%-12.4pp | 35.62%-26.9pp | 73.15%-64.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,231 | $2,210-44.3% | $2,958-58.4% | $3,332-63.1% |
| Admin fee / account holder | $6,188 | $3,709+66.8% | $5,134+20.5% | $4,645+33.2% |