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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 | $28,821 | $47,848-39.8% | $81,473-64.6% | $70,126-58.9% |
| Participation rate | 41.4% | 58.3%-16.9pp | 68.0%-26.6pp | 69.5%-28.2pp |
| Annual return | 11.39% | 27.25%-15.9pp | 38.78%-27.4pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,331 | $2,453-45.7% | $3,537-62.4% | $3,332-60.0% |
| Admin fee / account holder | $6,929 | $3,145+120.3% | $4,561+51.9% | $4,645+49.2% |