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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 | $34,363 | $45,343-24.2% | $150,298-77.1% | $67,986-49.5% |
| Participation rate | 23.1% | 51.9%-28.8pp | 77.8%-54.7pp | 57.2%-34.1pp |
| Annual return | 9.88% | 33.28%-23.4pp | 62.79%-52.9pp | 31.67%-21.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $927 | $2,055-54.9% | $5,453-83.0% | $3,358-72.4% |
| Admin fee / account holder | $8,216 | $2,250+265.2% | $14,116-41.8% | $3,203+156.5% |