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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 | $33,788 | $81,262-58.4% | $155,602-78.3% | $80,911-58.2% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.1pp | 67.6%-10.5pp |
| Annual return | 8.72% | 33.34%-24.6pp | 64.81%-56.1pp | 35.63%-26.9pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,181 | $3,451-36.8% | $5,629-61.2% | $4,297-49.2% |
| Admin fee / account holder | $2,810 | $7,992-64.8% | $15,923-82.4% | $6,935-59.5% |