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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 | $73,787-48.3% | $98,716-61.4% | $82,448-53.7% |
| Participation rate | 35.8% | 61.4%-25.6pp | 69.3%-33.4pp | 68.1%-32.2pp |
| Annual return | 9.19% | 18.57%-9.4pp | 31.81%-22.6pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,344 | $3,081-56.4% | $4,048-66.8% | $4,139-67.5% |
| Admin fee / account holder | $21,508 | $6,500+230.9% | $8,703+147.1% | $7,234+197.3% |