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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 | $34,000 | $59,839-43.2% | $81,991-58.5% | $79,852-57.4% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.3%-35.9pp | 69.6%-36.3pp |
| Annual return | 9.90% | 17.56%-7.7pp | 41.31%-31.4pp | 31.72%-21.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,840 | $2,695-31.7% | $3,722-50.6% | $3,740-50.8% |
| Admin fee / account holder | $8,729 | $4,287+103.6% | $5,665+54.1% | $5,306+64.5% |