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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 | $32,908 | $76,564-57.0% | $105,582-68.8% | $94,015-65.0% |
| Participation rate | 43.5% | 65.2%-21.7pp | 71.8%-28.3pp | 70.8%-27.3pp |
| Annual return | 10.54% | 20.69%-10.2pp | 18.61%-8.1pp | 17.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,375 | $3,320-58.6% | $4,353-68.4% | $4,249-67.6% |
| Admin fee / account holder | $4,977 | $7,129-30.2% | $12,856-61.3% | $8,951-44.4% |