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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 | $36,941 | $95,415-61.3% | $185,851-80.1% | $85,851-57.0% |
| Participation rate | 30.8% | 68.8%-38.0pp | 81.7%-50.9pp | 69.3%-38.6pp |
| Annual return | 8.86% | 23.59%-14.7pp | 122.11%-113.3pp | 318.63%-309.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,085 | $3,424-68.3% | $5,569-80.5% | $3,952-72.6% |
| Admin fee / account holder | $452 | $7,215-93.7% | $16,245-97.2% | $6,261-92.8% |