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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 | $30,510 | $35,183-13.3% | $73,550-58.5% | $70,126-56.5% |
| Participation rate | 31.6% | 42.9%-11.4pp | 54.9%-23.3pp | 69.5%-38.0pp |
| Annual return | 12.04% | 26.90%-14.9pp | -15.16%+27.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $495 | $1,220-59.4% | $1,804-72.5% | $3,332-85.1% |
| Admin fee / account holder | $6,386 | $2,302+177.4% | $2,320+175.3% | $4,645+37.5% |