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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 | $24,552 | $48,313-49.2% | $73,309-66.5% | $52,331-53.1% |
| Participation rate | 55.5% | 68.6%-13.1pp | 74.9%-19.4pp | 68.1%-12.6pp |
| Annual return | -1.83% | 3.85%-5.7pp | 5.67%-7.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,304 | $4,189+26.6% | $4,991+6.3% | $3,022+75.5% |
| Admin fee / account holder | $3,996 | $404+889.4% | $5,635-29.1% | $592+575.5% |