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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 | $43,749-32.0% | $158,223-81.2% | $65,306-54.5% |
| Participation rate | 25.6% | 56.9%-31.3pp | 79.2%-53.7pp | 57.7%-32.1pp |
| Annual return | 10.12% | 19.41%-9.3pp | 52.09%-42.0pp | 21.94%-11.8pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $933 | $2,019-53.8% | $5,467-82.9% | $2,959-68.5% |
| Admin fee / account holder | $1,469 | $1,930-23.9% | $16,047-90.8% | $3,480-57.8% |