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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 | $43,282 | $89,370-51.6% | $141,197-69.3% | $72,976-40.7% |
| Participation rate | 36.7% | 75.1%-38.5pp | 82.5%-45.8pp | 69.5%-32.8pp |
| Annual return | 15.58% | 111.88%-96.3pp | 71.41%-55.8pp | 81.02%-65.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,527 | $5,419-34.9% | $6,710-47.4% | $3,608-2.2% |
| Admin fee / account holder | $9,627 | $5,957+61.6% | $10,265-6.2% | $5,124+87.9% |