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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 | $25,369 | $81,276-68.8% | $155,574-83.7% | $80,925-68.7% |
| Participation rate | 44.1% | 66.2%-22.1pp | 78.2%-34.1pp | 67.7%-23.5pp |
| Annual return | 2.57% | 33.36%-30.8pp | 64.87%-62.3pp | 35.65%-33.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,333 | $3,453-32.4% | $5,629-58.6% | $4,299-45.7% |
| Admin fee / account holder | $8,723 | $7,993+9.1% | $15,914-45.2% | $6,940+25.7% |