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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 | $34,750 | $51,638-32.7% | $129,406-73.1% | $80,959-57.1% |
| Participation rate | 44.2% | 56.9%-12.7pp | 69.6%-25.5pp | 67.7%-23.5pp |
| Annual return | 10.18% | 20.78%-10.6pp | 9468.18%-9458.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,003 | $2,670+12.5% | $4,167-27.9% | $4,300-30.2% |
| Admin fee / account holder | $5,775 | $4,313+33.9% | $7,689-24.9% | $6,925-16.6% |