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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 | $26,158 | $91,179-71.3% | $178,499-85.3% | $79,852-67.2% |
| Participation rate | 44.9% | 69.2%-24.3pp | 81.9%-37.0pp | 69.6%-24.7pp |
| Annual return | 8.49% | 24.19%-15.7pp | 151.10%-142.6pp | 31.72%-23.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,658 | $3,236+13.0% | $5,202-29.7% | $3,740-2.2% |
| Admin fee / account holder | $2,390 | $6,749-64.6% | $13,986-82.9% | $5,306-55.0% |