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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 | $34,236 | $53,774-36.3% | $134,162-74.5% | $79,856-57.1% |
| Participation rate | 25.9% | 58.8%-32.8pp | 72.2%-46.3pp | 69.6%-43.7pp |
| Annual return | 8.95% | 19.01%-10.1pp | 36.35%-27.4pp | 31.71%-22.8pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,053 | $2,420-56.5% | $3,500-69.9% | $3,741-71.9% |
| Admin fee / account holder | $12,026 | $3,985+201.8% | $6,685+79.9% | $5,306+126.6% |