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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 | $37,437 | $57,119-34.5% | $85,187-56.1% | $80,935-53.7% |
| Participation rate | 66.7% | 56.4%+10.3pp | 67.5%-0.9pp | 67.7%-1.0pp |
| Annual return | 8.88% | 21.70%-12.8pp | 66.67%-57.8pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,298 | $3,115-26.2% | $4,525-49.2% | $4,299-46.6% |
| Admin fee / account holder | $10,940 | $4,990+119.2% | $6,162+77.5% | $6,924+58.0% |