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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 | $33,202 | $46,877-29.2% | $122,354-72.9% | $70,126-52.7% |
| Participation rate | 43.1% | 58.2%-15.1pp | 71.6%-28.6pp | 69.5%-26.5pp |
| Annual return | 8.87% | 24.22%-15.3pp | 30.28%-21.4pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,022 | $2,167-6.7% | $3,287-38.5% | $3,332-39.3% |
| Admin fee / account holder | $3,377 | $3,324+1.6% | $5,479-38.4% | $4,645-27.3% |