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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 | $25,834 | $45,082-42.7% | $69,464-62.8% | $72,975-64.6% |
| Participation rate | 39.3% | 68.5%-29.1pp | 74.6%-35.3pp | 69.5%-30.1pp |
| Annual return | 4.81% | 22.66%-17.9pp | 28.98%-24.2pp | 81.01%-76.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $902 | $2,604-65.4% | $3,536-74.5% | $3,608-75.0% |
| Admin fee / account holder | $1,554 | $3,057-49.2% | $3,840-59.5% | $5,124-69.7% |