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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 | $23,081 | $75,541-69.4% | $152,093-84.8% | $82,637-72.1% |
| Participation rate | 32.8% | 66.5%-33.8pp | 77.8%-45.0pp | 68.1%-35.3pp |
| Annual return | 10.56% | 32.56%-22.0pp | 66.36%-55.8pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $881 | $3,206-72.5% | $5,451-83.8% | $4,126-78.6% |
| Admin fee / account holder | $3,562 | $6,405-44.4% | $14,497-75.4% | $7,339-51.5% |