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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 | $33,499 | $76,407-56.2% | $150,298-77.7% | $82,448-59.4% |
| Participation rate | 27.7% | 66.4%-38.7pp | 77.8%-50.0pp | 68.1%-40.4pp |
| Annual return | 10.28% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,169 | $3,214-32.5% | $5,453-60.2% | $4,139-47.6% |
| Admin fee / account holder | $5,431 | $6,352-14.5% | $14,116-61.5% | $7,234-24.9% |