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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 | $32,281 | $136,860-76.4% | $120,344-73.2% | $154,746-79.1% |
| Participation rate | 30.8% | 79.9%-49.1pp | 76.7%-45.9pp | 80.7%-49.9pp |
| Annual return | 8.01% | 21.38%-13.4pp | 20.30%-12.3pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,398 | $5,793-41.3% | $5,135-33.8% | $6,730-49.5% |
| Admin fee / account holder | $41,904 | $15,393+172.2% | $12,742+228.9% | $14,365+191.7% |