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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 | $75,541-55.7% | $152,093-78.0% | $82,637-59.5% |
| Participation rate | 27.7% | 66.5%-38.8pp | 77.8%-50.1pp | 68.1%-40.3pp |
| Annual return | 10.28% | 32.56%-22.3pp | 66.36%-56.1pp | 53.51%-43.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,169 | $3,206-32.3% | $5,451-60.2% | $4,126-47.4% |
| Admin fee / account holder | $5,431 | $6,405-15.2% | $14,497-62.5% | $7,339-26.0% |