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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 | $25,168 | $61,605-59.1% | $112,273-77.6% | $75,181-66.5% |
| Participation rate | 38.5% | 61.7%-23.2pp | 72.4%-34.0pp | 67.2%-28.7pp |
| Annual return | 11.68% | 28.47%-16.8pp | 30.23%-18.5pp | 160.69%-149.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,489 | $3,108-19.9% | $4,800-48.1% | $4,126-39.7% |
| Admin fee / account holder | $1,721 | $4,862-64.6% | $7,752-77.8% | $5,650-69.5% |