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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 | $32,308 | $35,183-8.2% | $73,550-56.1% | $70,126-53.9% |
| Participation rate | 28.8% | 42.9%-14.1pp | 54.9%-26.1pp | 69.5%-40.7pp |
| Annual return | 8.98% | 26.90%-17.9pp | -15.16%+24.1pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $817 | $1,220-33.0% | $1,804-54.7% | $3,332-75.5% |
| Admin fee / account holder | $6,281 | $2,302+172.8% | $2,320+170.8% | $4,645+35.2% |