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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 | $28,255 | $62,672-54.9% | $185,117-84.7% | $70,126-59.7% |
| Participation rate | 16.7% | 63.8%-47.1pp | 77.3%-60.6pp | 69.5%-52.9pp |
| Annual return | 3.51% | 40.79%-37.3pp | 40.50%-37.0pp | 73.15%-69.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,715 | $3,272-47.6% | $5,045-66.0% | $3,332-48.5% |
| Admin fee / account holder | $15,983 | $3,932+306.5% | $8,159+95.9% | $4,645+244.0% |