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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 | $25,525 | $46,732-45.4% | $156,551-83.7% | $55,167-53.7% |
| Participation rate | 14.3% | 65.8%-51.5pp | 84.0%-69.7pp | 69.0%-54.7pp |
| Annual return | 4.08% | 17.72%-13.6pp | 32.23%-28.1pp | 169.23%-165.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $819 | $2,204-62.8% | $4,871-83.2% | $3,054-73.2% |
| Admin fee / account holder | $1,083 | $418+158.8% | $13,028-91.7% | $504+114.9% |