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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 | $25,676 | $58,493-56.1% | $84,021-69.4% | $72,975-64.8% |
| Participation rate | 52.8% | 61.2%-8.5pp | 69.0%-16.2pp | 69.5%-16.7pp |
| Annual return | 12.94% | 28.93%-16.0pp | 71.32%-58.4pp | 81.01%-68.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,892 | $2,394+20.8% | $3,239-10.7% | $3,608-19.8% |
| Admin fee / account holder | $3,722 | $4,569-18.5% | $6,102-39.0% | $5,124-27.4% |