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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 | $33,803 | $89,370-62.2% | $141,197-76.1% | $72,976-53.7% |
| Participation rate | 25.0% | 75.1%-50.1pp | 82.5%-57.5pp | 69.5%-44.5pp |
| Annual return | 16.24% | 111.88%-95.6pp | 71.41%-55.2pp | 81.02%-64.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,663 | $5,419-32.4% | $6,710-45.4% | $3,608+1.5% |
| Admin fee / account holder | $10,633 | $5,957+78.5% | $10,265+3.6% | $5,124+107.5% |