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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 | $40,465 | $75,058-46.1% | $152,301-73.4% | $64,340-37.1% |
| Participation rate | 34.3% | 60.9%-26.6pp | 82.4%-48.1pp | 55.2%-20.9pp |
| Annual return | 11.64% | 29.93%-18.3pp | 80.50%-68.9pp | 24.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,028 | $5,041-59.8% | $8,004-74.7% | $2,980-32.0% |
| Admin fee / account holder | $946 | $4,050-76.6% | $14,398-93.4% | $3,703-74.5% |