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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 | $20,072 | $29,319-31.5% | $52,425-61.7% | $82,448-75.7% |
| Participation rate | 45.0% | 46.9%-1.9pp | 55.6%-10.6pp | 68.1%-23.1pp |
| Annual return | 6.16% | 535.20%-529.0pp | 302.12%-296.0pp | 41.64%-35.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $555 | $1,171-52.7% | $1,790-69.0% | $4,139-86.6% |
| Admin fee / account holder | $3,831 | $1,962+95.3% | $2,495+53.6% | $7,234-47.0% |