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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 | $77,574-50.8% | $108,753-64.9% | $86,983-56.1% |
| Participation rate | 35.8% | 62.3%-26.4pp | 71.1%-35.2pp | 69.5%-33.7pp |
| Annual return | 9.19% | 18.42%-9.2pp | 37.47%-28.3pp | 25.83%-16.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,344 | $3,128-57.0% | $4,115-67.3% | $4,194-67.9% |
| Admin fee / account holder | $21,508 | $6,529+229.5% | $10,320+108.4% | $7,856+173.8% |