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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 | $27,743 | $117,895-76.5% | $102,460-72.9% | $145,897-81.0% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 4.36% | 31.92%-27.6pp | 29.47%-25.1pp | 552.29%-547.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,713 | $5,736-52.7% | $5,056-46.3% | $6,689-59.4% |
| Admin fee / account holder | $649 | $13,353-95.1% | $9,460-93.1% | $13,390-95.2% |