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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 | $33,161 | $87,834-62.2% | $133,975-75.2% | $62,881-47.3% |
| Participation rate | 65.5% | 83.4%-17.9pp | 87.1%-21.5pp | 69.3%-3.8pp |
| Annual return | 1.78% | 12.05%-10.3pp | 29.29%-27.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,996 | $4,812-37.7% | $6,282-52.3% | $3,203-6.5% |
| Admin fee / account holder | $432 | $5,372-92.0% | $9,324-95.4% | $4,296-89.9% |