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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 | $25,476 | $91,198-72.1% | $178,503-85.7% | $79,856-68.1% |
| Participation rate | 34.8% | 69.2%-34.4pp | 81.9%-47.1pp | 69.6%-34.9pp |
| Annual return | 8.78% | 24.20%-15.4pp | 151.12%-142.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,153 | $3,237-64.4% | $5,202-77.8% | $3,741-69.2% |
| Admin fee / account holder | $6,381 | $6,748-5.4% | $13,987-54.4% | $5,306+20.2% |