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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 | $34,670 | $104,694-66.9% | $85,709-59.5% | $167,536-79.3% |
| Participation rate | 35.7% | 76.4%-40.7pp | 69.9%-34.1pp | 82.1%-46.4pp |
| Annual return | 6.81% | 21.45%-14.6pp | 21.49%-14.7pp | 478.82%-472.0pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,610 | $4,826-66.6% | $3,924-59.0% | $6,342-74.6% |
| Admin fee / account holder | $1,217 | $10,035-87.9% | $6,876-82.3% | $12,315-90.1% |