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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 | $43,496-31.7% | $161,489-81.6% | $64,340-53.8% |
| Participation rate | 25.6% | 53.5%-28.0pp | 78.7%-53.1pp | 55.2%-29.7pp |
| Annual return | 10.12% | 20.76%-10.6pp | 89.72%-79.6pp | 24.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $933 | $1,996-53.2% | $5,630-83.4% | $2,980-68.7% |
| Admin fee / account holder | $1,469 | $2,330-37.0% | $16,006-90.8% | $3,703-60.3% |