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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 | $27,231 | $45,087-39.6% | $69,483-60.8% | $72,976-62.7% |
| Participation rate | 61.5% | 68.5%-6.9pp | 74.6%-13.1pp | 69.5%-8.0pp |
| Annual return | 5.17% | 22.67%-17.5pp | 28.99%-23.8pp | 81.02%-75.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,557 | $2,603-40.2% | $3,537-56.0% | $3,608-56.8% |
| Admin fee / account holder | $2,864 | $3,057-6.3% | $3,841-25.4% | $5,124-44.1% |