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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 | $34,864 | $86,949-59.9% | $102,460-66.0% | $80,959-56.9% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.7pp | 67.7%-24.8pp |
| Annual return | 7.82% | 18.89%-11.1pp | 29.47%-21.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,178 | $4,121-47.1% | $5,056-56.9% | $4,300-49.3% |
| Admin fee / account holder | $10,124 | $8,048+25.8% | $9,460+7.0% | $6,925+46.2% |