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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 | $36,551 | $62,672-41.7% | $185,117-80.3% | $70,126-47.9% |
| Participation rate | 33.8% | 63.8%-30.0pp | 77.3%-43.5pp | 69.5%-35.8pp |
| Annual return | 12.83% | 40.79%-28.0pp | 40.50%-27.7pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,806 | $3,272-44.8% | $5,045-64.2% | $3,332-45.8% |
| Admin fee / account holder | $13,190 | $3,932+235.5% | $8,159+61.7% | $4,645+183.9% |