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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 | $46,688-26.4% | $189,758-81.9% | $69,733-50.7% |
| Participation rate | 23.1% | 61.7%-38.6pp | 79.8%-56.7pp | 62.5%-39.4pp |
| Annual return | 9.88% | 14.35%-4.5pp | 52.62%-42.7pp | 15.22%-5.3pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $927 | $2,143-56.7% | $5,856-84.2% | $3,054-69.6% |
| Admin fee / account holder | $8,216 | $1,700+383.1% | $20,388-59.7% | $3,102+164.9% |