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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 | $26,328 | $90,484-70.9% | $78,675-66.5% | $273,970-90.4% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 1.36% | 75.62%-74.3pp | 62.19%-60.8pp | 41.46%-40.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,753 | $3,901-55.1% | $3,517-50.1% | $5,287-66.8% |
| Admin fee / account holder | $2,935 | $5,263-44.2% | $4,510-34.9% | $10,132-71.0% |