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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 | $34,185 | $55,902-38.8% | $76,030-55.0% | $80,959-57.8% |
| Participation rate | 39.7% | 62.1%-22.4pp | 69.1%-29.4pp | 67.7%-28.0pp |
| Annual return | 9.87% | 20.59%-10.7pp | 361.54%-351.7pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,224 | $3,051-27.1% | $4,257-47.8% | $4,300-48.3% |
| Admin fee / account holder | $6,657 | $5,239+27.1% | $6,421+3.7% | $6,925-3.9% |