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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 | $30,840 | $81,331-62.1% | $155,534-80.2% | $80,935-61.9% |
| Participation rate | 46.6% | 66.3%-19.7pp | 78.2%-31.7pp | 67.7%-21.1pp |
| Annual return | 8.78% | 33.37%-24.6pp | 64.92%-56.1pp | 35.66%-26.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,118 | $3,454-67.6% | $5,630-80.1% | $4,299-74.0% |
| Admin fee / account holder | $24,808 | $7,999+210.1% | $15,900+56.0% | $6,924+258.3% |