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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 | $26,375 | $58,099-54.6% | $76,872-65.7% | $75,173-64.9% |
| Participation rate | 31.7% | 63.9%-32.2pp | 69.6%-37.9pp | 67.2%-35.5pp |
| Annual return | 11.88% | 26.71%-14.8pp | 37.90%-26.0pp | 160.72%-148.8pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,786 | $2,999-40.5% | $3,832-53.4% | $4,126-56.7% |
| Admin fee / account holder | $4,871 | $4,778+2.0% | $5,476-11.0% | $5,651-13.8% |