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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 | $35,208 | $49,976-29.6% | $66,674-47.2% | $82,637-57.4% |
| Participation rate | 49.2% | 63.1%-13.9pp | 73.7%-24.5pp | 68.1%-18.9pp |
| Annual return | 12.51% | 39.09%-26.6pp | 321.24%-308.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,068 | $2,847-62.5% | $4,084-73.9% | $4,126-74.1% |
| Admin fee / account holder | $1,503 | $4,594-67.3% | $5,098-70.5% | $7,339-79.5% |