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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 | $30,212 | $71,208-57.6% | $93,681-67.7% | $80,911-62.7% |
| Participation rate | 31.3% | 60.4%-29.1pp | 68.7%-37.5pp | 67.6%-36.4pp |
| Annual return | 6.45% | 11.27%-4.8pp | 133.47%-127.0pp | 35.63%-29.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,659 | $4,035-34.1% | $4,415-39.8% | $4,297-38.1% |
| Admin fee / account holder | $10,662 | $6,951+53.4% | $8,290+28.6% | $6,935+53.7% |