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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 | $32,714 | $73,787-55.7% | $98,716-66.9% | $82,448-60.3% |
| Participation rate | 32.5% | 61.4%-28.9pp | 69.3%-36.8pp | 68.1%-35.6pp |
| Annual return | 7.02% | 18.57%-11.5pp | 31.81%-24.8pp | 41.64%-34.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,365 | $3,081-55.7% | $4,048-66.3% | $4,139-67.0% |
| Admin fee / account holder | $3,516 | $6,500-45.9% | $8,703-59.6% | $7,234-51.4% |