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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 | $28,018 | $81,262-65.5% | $155,602-82.0% | $80,911-65.4% |
| Participation rate | 15.4% | 66.2%-50.9pp | 78.2%-62.8pp | 67.6%-52.3pp |
| Annual return | 3.56% | 33.34%-29.8pp | 64.81%-61.3pp | 35.63%-32.1pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $985 | $3,451-71.5% | $5,629-82.5% | $4,297-77.1% |
| Admin fee / account holder | $1,588 | $7,992-80.1% | $15,923-90.0% | $6,935-77.1% |