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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 | $26,928 | $53,774-49.9% | $134,162-79.9% | $79,856-66.3% |
| Participation rate | 30.0% | 58.8%-28.8pp | 72.2%-42.2pp | 69.6%-39.6pp |
| Annual return | 8.59% | 19.01%-10.4pp | 36.35%-27.8pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,177 | $2,420-51.4% | $3,500-66.4% | $3,741-68.5% |
| Admin fee / account holder | $8,065 | $3,985+102.4% | $6,685+20.6% | $5,306+52.0% |