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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 | $30,836 | $73,988-58.3% | $96,538-68.1% | $75,177-59.0% |
| Participation rate | 29.6% | 66.4%-36.8pp | 74.3%-44.7pp | 67.2%-37.6pp |
| Annual return | 6.48% | 26.73%-20.2pp | 35.74%-29.3pp | 160.75%-154.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,641 | $3,660-55.2% | $4,880-66.4% | $4,126-60.2% |
| Admin fee / account holder | $49,631 | $5,220+850.9% | $6,737+636.6% | $5,651+778.2% |