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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 | $36,140-16.9% | $73,658-59.2% | $64,340-53.3% |
| Participation rate | 24.5% | 31.0%-6.5pp | 57.0%-32.6pp | 55.2%-30.8pp |
| Annual return | 11.11% | 21.48%-10.4pp | 29.72%-18.6pp | 24.14%-13.0pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $810 | $1,023-20.8% | $2,062-60.7% | $2,980-72.8% |
| Admin fee / account holder | $2,370 | $2,513-5.7% | $3,357-29.4% | $3,703-36.0% |