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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 | $44,115 | $72,027-38.8% | $185,835-76.3% | $79,852-44.8% |
| Participation rate | 38.4% | 65.8%-27.4pp | 78.0%-39.7pp | 69.6%-31.3pp |
| Annual return | 6.16% | 23.13%-17.0pp | 35.96%-29.8pp | 31.72%-25.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,511 | $3,780-60.0% | $5,633-73.2% | $3,740-59.6% |
| Admin fee / account holder | $20,122 | $4,513+345.9% | $9,502+111.8% | $5,306+279.2% |