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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 | $28,458 | $110,248-74.2% | $95,728-70.3% | $139,456-79.6% |
| Participation rate | 45.5% | 75.7%-30.3pp | 72.3%-26.8pp | 80.3%-34.9pp |
| Annual return | 8.23% | 27.16%-18.9pp | 28.40%-20.2pp | 373.45%-365.2pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $934 | $4,675-80.0% | $4,245-78.0% | $6,711-86.1% |
| Admin fee / account holder | $13,318 | $6,607+101.6% | $5,673+134.8% | $11,407+16.8% |