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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 | $78,015-62.8% | $178,505-83.7% | $80,959-64.1% |
| Participation rate | 43.2% | 65.7%-22.5pp | 77.1%-34.0pp | 67.7%-24.5pp |
| Annual return | 10.23% | 18.10%-7.9pp | 27.16%-16.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,408 | $4,406-45.3% | $6,280-61.7% | $4,300-44.0% |
| Admin fee / account holder | $9,856 | $7,160+37.7% | $10,428-5.5% | $6,925+42.3% |