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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 | $36,878 | $54,757-32.7% | $90,304-59.2% | $72,975-49.5% |
| Participation rate | 48.9% | 65.2%-16.2pp | 73.3%-24.3pp | 69.5%-20.6pp |
| Annual return | 10.48% | 30.63%-20.2pp | 78.13%-67.7pp | 81.01%-70.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,644 | $2,887-43.1% | $3,885-57.7% | $3,608-54.4% |
| Admin fee / account holder | $15,742 | $3,973+296.2% | $5,354+194.0% | $5,124+207.2% |