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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 | $33,923 | $81,331-58.3% | $155,534-78.2% | $80,935-58.1% |
| Participation rate | 23.4% | 66.3%-42.8pp | 78.2%-54.8pp | 67.7%-44.3pp |
| Annual return | 7.27% | 33.37%-26.1pp | 64.92%-57.7pp | 35.66%-28.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,138 | $3,454-67.1% | $5,630-79.8% | $4,299-73.5% |
| Admin fee / account holder | $7,829 | $7,999-2.1% | $15,900-50.8% | $6,924+13.1% |