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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 | $29,728 | $45,343-34.4% | $150,298-80.2% | $67,986-56.3% |
| Participation rate | 25.6% | 51.9%-26.3pp | 77.8%-52.2pp | 57.2%-31.7pp |
| Annual return | 10.12% | 33.28%-23.2pp | 62.79%-52.7pp | 31.67%-21.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $933 | $2,055-54.6% | $5,453-82.9% | $3,358-72.2% |
| Admin fee / account holder | $1,469 | $2,250-34.7% | $14,116-89.6% | $3,203-54.2% |