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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 | $25,971 | $65,034-60.1% | $90,970-71.5% | $79,856-67.5% |
| Participation rate | 60.5% | 61.6%-1.1pp | 69.0%-8.5pp | 69.6%-9.1pp |
| Annual return | 7.04% | 30.45%-23.4pp | 134.60%-127.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,153 | $2,512+65.3% | $3,373+23.1% | $3,741+11.0% |
| Admin fee / account holder | $2,632 | $4,536-42.0% | $5,961-55.8% | $5,306-50.4% |