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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 | $24,598 | $81,358-69.8% | $155,556-84.2% | $80,959-69.6% |
| Participation rate | 27.1% | 66.3%-39.2pp | 78.2%-51.2pp | 67.7%-40.6pp |
| Annual return | 8.47% | 33.39%-24.9pp | 64.84%-56.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,224 | $3,455-64.6% | $5,631-78.3% | $4,300-71.5% |
| Admin fee / account holder | $12,023 | $7,994+50.4% | $15,885-24.3% | $6,925+73.6% |