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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 | $37,205 | $78,015-52.3% | $178,505-79.2% | $80,959-54.0% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.7%-17.7pp |
| Annual return | 9.69% | 18.10%-8.4pp | 27.16%-17.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,315 | $4,406-47.5% | $6,280-63.1% | $4,300-46.2% |
| Admin fee / account holder | $11,775 | $7,160+64.5% | $10,428+12.9% | $6,925+70.0% |