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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 | $40,351 | $93,598-56.9% | $135,974-70.3% | $75,173-46.3% |
| Participation rate | 34.0% | 75.2%-41.2pp | 81.9%-47.9pp | 67.2%-33.2pp |
| Annual return | 14.35% | 30.89%-16.5pp | 68.30%-54.0pp | 160.72%-146.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,771 | $6,405-56.7% | $7,760-64.3% | $4,126-32.8% |
| Admin fee / account holder | $2,224 | $6,978-68.1% | $10,767-79.3% | $5,651-60.6% |