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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 | $37,664 | $57,541-34.5% | $95,759-60.7% | $75,177-49.9% |
| Participation rate | 37.0% | 62.5%-25.6pp | 72.3%-35.3pp | 67.2%-30.2pp |
| Annual return | 12.85% | 34.93%-22.1pp | 28.42%-15.6pp | 160.75%-147.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,167 | $3,074-62.0% | $4,244-72.5% | $4,126-71.7% |
| Admin fee / account holder | $60,747 | $4,099+1382.2% | $5,678+969.8% | $5,651+974.9% |