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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 | $34,115 | $80,855-57.8% | $153,416-77.8% | $86,983-60.8% |
| Participation rate | 62.1% | 64.1%-2.1pp | 74.3%-12.3pp | 69.5%-7.5pp |
| Annual return | 7.24% | 16.18%-8.9pp | 17.84%-10.6pp | 25.83%-18.6pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,794 | $3,333-46.2% | $4,723-62.0% | $4,194-57.2% |
| Admin fee / account holder | $3,469 | $6,908-49.8% | $13,095-73.5% | $7,856-55.8% |