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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 | $37,365 | $85,169-56.1% | $172,755-78.4% | $72,983-48.8% |
| Participation rate | 54.8% | 70.1%-15.3pp | 82.6%-27.9pp | 69.5%-14.7pp |
| Annual return | 13.75% | 27.32%-13.6pp | 802.94%-789.2pp | 81.01%-67.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,468 | $3,260-55.0% | $5,198-71.8% | $3,608-59.3% |
| Admin fee / account holder | $9,224 | $5,880+56.9% | $13,955-33.9% | $5,124+80.0% |