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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 | $36,582 | $86,050-57.5% | $189,758-80.7% | $94,015-61.1% |
| Participation rate | 38.5% | 68.9%-30.4pp | 79.8%-41.3pp | 70.8%-32.4pp |
| Annual return | 9.60% | 17.77%-8.2pp | 52.62%-43.0pp | 17.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,716 | $3,349-18.9% | $5,856-53.6% | $4,249-36.1% |
| Admin fee / account holder | $736 | $6,627-88.9% | $20,388-96.4% | $8,951-91.8% |