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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 | $25,777 | $59,839-56.9% | $81,991-68.6% | $79,852-67.7% |
| Participation rate | 61.2% | 61.6%-0.4pp | 69.3%-8.1pp | 69.6%-8.4pp |
| Annual return | 7.37% | 17.56%-10.2pp | 41.31%-33.9pp | 31.72%-24.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,331 | $2,695-50.6% | $3,722-64.3% | $3,740-64.4% |
| Admin fee / account holder | $6,975 | $4,287+62.7% | $5,665+23.1% | $5,306+31.4% |