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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 | $39,007 | $106,864-63.5% | $147,318-73.5% | $82,637-52.8% |
| Participation rate | 46.2% | 75.5%-29.4pp | 82.1%-35.9pp | 68.1%-21.9pp |
| Annual return | 11.64% | 27.49%-15.9pp | 70.43%-58.8pp | 53.51%-41.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,856 | $6,496-40.6% | $7,906-51.2% | $4,126-6.6% |
| Admin fee / account holder | $16,762 | $8,415+99.2% | $13,708+22.3% | $7,339+128.4% |