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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 | $28,032 | $71,215-60.6% | $93,696-70.1% | $80,935-65.4% |
| Participation rate | 32.0% | 60.4%-28.4pp | 68.7%-36.7pp | 67.7%-35.7pp |
| Annual return | 7.92% | 11.27%-3.4pp | 133.74%-125.8pp | 35.66%-27.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,250 | $4,037-69.0% | $4,417-71.7% | $4,299-70.9% |
| Admin fee / account holder | $3,105 | $6,958-55.4% | $8,287-62.5% | $6,924-55.2% |