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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 | $33,825 | $77,908-56.6% | $149,696-77.4% | $75,173-55.0% |
| Participation rate | 36.4% | 65.6%-29.2pp | 78.8%-42.4pp | 67.2%-30.8pp |
| Annual return | 9.98% | 31.73%-21.7pp | 134.46%-124.5pp | 160.72%-150.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,856 | $3,411-16.3% | $5,682-49.7% | $4,126-30.8% |
| Admin fee / account holder | $3,428 | $5,950-42.4% | $13,212-74.1% | $5,651-39.3% |