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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 | $23,812 | $81,331-70.7% | $155,534-84.7% | $80,935-70.6% |
| Participation rate | 35.5% | 66.3%-30.7pp | 78.2%-42.7pp | 67.7%-32.1pp |
| Annual return | 1.96% | 33.37%-31.4pp | 64.92%-63.0pp | 35.66%-33.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,333 | $3,454-32.5% | $5,630-58.6% | $4,299-45.7% |
| Admin fee / account holder | $1,838 | $7,999-77.0% | $15,900-88.4% | $6,924-73.5% |