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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 | $31,800 | $91,179-65.1% | $178,499-82.2% | $79,852-60.2% |
| Participation rate | 13.3% | 69.2%-55.9pp | 81.9%-68.6pp | 69.6%-56.3pp |
| Annual return | 8.73% | 24.19%-15.5pp | 151.10%-142.4pp | 31.72%-23.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,870 | $3,236-42.2% | $5,202-64.0% | $3,740-50.0% |
| Admin fee / account holder | $424 | $6,749-93.7% | $13,986-97.0% | $5,306-92.0% |