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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 | $30,031 | $41,824-28.2% | $136,833-78.1% | $69,733-56.9% |
| Participation rate | 24.5% | 29.3%-4.8pp | 59.0%-34.5pp | 62.5%-38.0pp |
| Annual return | 11.11% | 13.53%-2.4pp | 35.32%-24.2pp | 15.22%-4.1pp |
| Employer contribution / active EE | $0 | $494-100.0% | $1,319-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $810 | $1,105-26.7% | $2,441-66.8% | $3,054-73.5% |
| Admin fee / account holder | $2,370 | $2,895-18.1% | $4,706-49.6% | $3,102-23.6% |