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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 | $41,257 | $74,535-44.6% | $100,712-59.0% | $82,637-50.1% |
| Participation rate | 27.4% | 61.2%-33.8pp | 69.3%-41.9pp | 68.1%-40.7pp |
| Annual return | 11.08% | 18.92%-7.8pp | 33.27%-22.2pp | 53.51%-42.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,032 | $3,074-33.9% | $4,085-50.3% | $4,126-50.7% |
| Admin fee / account holder | $1,938 | $6,576-70.5% | $9,256-79.1% | $7,339-73.6% |