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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 | $34,234 | $81,276-57.9% | $155,574-78.0% | $80,925-57.7% |
| Participation rate | 20.4% | 66.2%-45.9pp | 78.2%-57.8pp | 67.7%-47.3pp |
| Annual return | 9.32% | 33.36%-24.0pp | 64.87%-55.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,531 | $3,453-55.6% | $5,629-72.8% | $4,299-64.4% |
| Admin fee / account holder | $698 | $7,993-91.3% | $15,914-95.6% | $6,940-89.9% |