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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 | $36,775 | $108,825-66.2% | $156,181-76.5% | $82,448-55.4% |
| Participation rate | 42.9% | 72.4%-29.5pp | 78.8%-36.0pp | 68.1%-25.2pp |
| Annual return | 9.62% | 20.59%-11.0pp | 64.87%-55.3pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,922 | $4,577-36.2% | $6,132-52.3% | $4,139-29.4% |
| Admin fee / account holder | $12,064 | $9,341+29.2% | $14,586-17.3% | $7,234+66.8% |