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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 | $21,936 | $73,978-70.3% | $96,515-77.3% | $75,173-70.8% |
| Participation rate | 40.7% | 66.4%-25.8pp | 74.3%-33.7pp | 67.2%-26.5pp |
| Annual return | 7.47% | 26.72%-19.3pp | 35.73%-28.3pp | 160.72%-153.3pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,196 | $3,660-40.0% | $4,880-55.0% | $4,126-46.8% |
| Admin fee / account holder | $4,130 | $5,219-20.9% | $6,735-38.7% | $5,651-26.9% |