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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 | $36,844-18.5% | $83,854-64.2% | $65,306-54.0% |
| Participation rate | 24.5% | 29.2%-4.7pp | 59.1%-34.6pp | 57.7%-33.2pp |
| Annual return | 11.11% | 22.28%-11.2pp | 31.39%-20.3pp | 21.94%-10.8pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $810 | $1,040-22.1% | $2,035-60.2% | $2,959-72.6% |
| Admin fee / account holder | $2,370 | $2,546-6.9% | $3,197-25.9% | $3,480-31.9% |