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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 | $38,149 | $76,834-50.3% | $108,359-64.8% | $87,485-56.4% |
| Participation rate | 35.8% | 61.7%-25.9pp | 70.1%-34.3pp | 68.9%-33.1pp |
| Annual return | 9.19% | 19.09%-9.9pp | 36.89%-27.7pp | 26.06%-16.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,344 | $3,100-56.6% | $4,137-67.5% | $4,274-68.5% |
| Admin fee / account holder | $21,508 | $6,537+229.0% | $9,741+120.8% | $7,775+176.6% |