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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 | $29,886 | $72,027-58.5% | $185,861-83.9% | $79,856-62.6% |
| Participation rate | 33.3% | 65.8%-32.4pp | 78.0%-44.7pp | 69.6%-36.3pp |
| Annual return | 11.62% | 23.13%-11.5pp | 35.96%-24.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,321 | $3,780-38.6% | $5,634-58.8% | $3,741-38.0% |
| Admin fee / account holder | $3,976 | $4,513-11.9% | $9,503-58.2% | $5,306-25.1% |