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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 | $31,938 | $78,015-59.1% | $178,505-82.1% | $80,959-60.6% |
| Participation rate | 68.6% | 65.7%+2.9pp | 77.1%-8.5pp | 67.7%+0.9pp |
| Annual return | 7.73% | 18.10%-10.4pp | 27.16%-19.4pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,759 | $4,406-37.4% | $6,280-56.1% | $4,300-35.8% |
| Admin fee / account holder | $329 | $7,160-95.4% | $10,428-96.8% | $6,925-95.2% |