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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 | $24,416 | $117,829-79.3% | $102,423-76.2% | $145,877-83.3% |
| Participation rate | 42.1% | 78.6%-36.5pp | 76.5%-34.4pp | 80.3%-38.2pp |
| Annual return | 5.84% | 31.83%-26.0pp | 29.42%-23.6pp | 551.28%-545.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,033 | $5,732-64.5% | $5,054-59.8% | $6,691-69.6% |
| Admin fee / account holder | $2,624 | $13,335-80.3% | $9,455-72.2% | $13,402-80.4% |