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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 | $28,686 | $78,423-63.4% | $95,964-70.1% | $79,856-64.1% |
| Participation rate | 69.0% | 73.5%-4.5pp | 77.1%-8.1pp | 69.6%-0.7pp |
| Annual return | 9.37% | 19.37%-10.0pp | 91.64%-82.3pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,744 | $3,440-49.3% | $4,167-58.2% | $3,741-53.4% |
| Admin fee / account holder | $9,106 | $5,622+62.0% | $6,797+34.0% | $5,306+71.6% |