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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 | $25,050 | $58,493-57.2% | $84,023-70.2% | $72,976-65.7% |
| Participation rate | 37.0% | 61.2%-24.2pp | 69.0%-32.0pp | 69.5%-32.5pp |
| Annual return | 6.94% | 28.93%-22.0pp | 71.32%-64.4pp | 81.02%-74.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,170 | $2,394-51.1% | $3,239-63.9% | $3,608-67.6% |
| Admin fee / account holder | $3,975 | $4,569-13.0% | $6,102-34.9% | $5,124-22.4% |