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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 | $27,737 | $85,169-67.4% | $172,755-83.9% | $72,983-62.0% |
| Participation rate | 57.3% | 70.1%-12.7pp | 82.6%-25.3pp | 69.5%-12.2pp |
| Annual return | 3.35% | 27.32%-24.0pp | 802.94%-799.6pp | 81.01%-77.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,248 | $3,260-61.7% | $5,198-76.0% | $3,608-65.4% |
| Admin fee / account holder | $765 | $5,880-87.0% | $13,955-94.5% | $5,124-85.1% |