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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 | $29,031 | $78,027-62.8% | $178,528-83.7% | $80,925-64.1% |
| Participation rate | 43.2% | 65.7%-22.5pp | 77.1%-33.9pp | 67.7%-24.5pp |
| Annual return | 10.23% | 18.09%-7.9pp | 27.11%-16.9pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,408 | $4,408-45.4% | $6,278-61.6% | $4,299-44.0% |
| Admin fee / account holder | $9,856 | $7,168+37.5% | $10,419-5.4% | $6,940+42.0% |