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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 | $24,457 | $77,901-68.6% | $149,717-83.7% | $75,181-67.5% |
| Participation rate | 13.3% | 65.6%-52.2pp | 78.8%-65.4pp | 67.2%-53.9pp |
| Annual return | 9.22% | 31.73%-22.5pp | 134.41%-125.2pp | 160.69%-151.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $982 | $3,411-71.2% | $5,682-82.7% | $4,126-76.2% |
| Admin fee / account holder | $5,270 | $5,949-11.4% | $13,213-60.1% | $5,650-6.7% |