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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 | $24,305 | $56,054-56.6% | $171,082-85.8% | $62,881-61.3% |
| Participation rate | 44.6% | 62.9%-18.3pp | 76.7%-32.1pp | 69.3%-24.7pp |
| Annual return | 4.68% | 22.52%-17.8pp | 32.56%-27.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,088 | $3,158-65.5% | $4,797-77.3% | $3,203-66.0% |
| Admin fee / account holder | $1,610 | $3,647-55.9% | $8,520-81.1% | $4,296-62.5% |