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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 | $43,496-21.0% | $161,489-78.7% | $64,340-46.6% |
| Participation rate | 23.1% | 53.5%-30.4pp | 78.7%-55.6pp | 55.2%-32.2pp |
| Annual return | 9.88% | 20.76%-10.9pp | 89.72%-79.8pp | 24.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $927 | $1,996-53.5% | $5,630-83.5% | $2,980-68.9% |
| Admin fee / account holder | $8,216 | $2,330+252.6% | $16,006-48.7% | $3,703+121.9% |