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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 | $26,324 | $98,760-73.3% | $149,715-82.4% | $79,858-67.0% |
| Participation rate | 48.6% | 75.8%-27.2pp | 82.5%-33.9pp | 69.6%-21.1pp |
| Annual return | 10.04% | 27.43%-17.4pp | 276.66%-266.6pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,741 | $5,681-16.5% | $6,842-30.7% | $3,740+26.8% |
| Admin fee / account holder | $7,683 | $6,053+26.9% | $9,310-17.5% | $5,306+44.8% |