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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 | $78,690-67.4% | $161,489-84.1% | $87,485-70.7% |
| Participation rate | 16.2% | 67.5%-51.2pp | 78.7%-62.5pp | 68.9%-52.7pp |
| Annual return | 12.59% | 32.74%-20.1pp | 89.72%-77.1pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,489 | $3,311-55.0% | $5,630-73.6% | $4,274-65.2% |
| Admin fee / account holder | $416 | $6,724-93.8% | $16,006-97.4% | $7,775-94.6% |