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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 | $40,181 | $81,331-50.6% | $155,534-74.2% | $80,935-50.4% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 9.87% | 33.37%-23.5pp | 64.92%-55.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,548 | $3,454-26.2% | $5,630-54.7% | $4,299-40.7% |
| Admin fee / account holder | $5,195 | $7,999-35.1% | $15,900-67.3% | $6,924-25.0% |