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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 | $31,495 | $48,053-34.5% | $84,628-62.8% | $72,975-56.8% |
| Participation rate | 19.1% | 57.6%-38.5pp | 68.2%-49.1pp | 69.5%-50.4pp |
| Annual return | 16.72% | 37.39%-20.7pp | 258.80%-242.1pp | 81.01%-64.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,302 | $2,681-51.4% | $3,900-66.6% | $3,608-63.9% |
| Admin fee / account holder | $3,024 | $3,395-10.9% | $4,914-38.5% | $5,124-41.0% |