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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 | $33,958 | $73,955-54.1% | $96,520-64.8% | $75,181-54.8% |
| Participation rate | 29.3% | 66.4%-37.2pp | 74.3%-45.1pp | 67.2%-37.9pp |
| Annual return | 10.63% | 26.72%-16.1pp | 35.72%-25.1pp | 160.69%-150.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,097 | $3,659-42.7% | $4,879-57.0% | $4,126-49.2% |
| Admin fee / account holder | $14,233 | $5,217+172.8% | $6,733+111.4% | $5,650+151.9% |