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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 | $98,776-73.4% | $149,745-82.4% | $79,856-67.0% |
| Participation rate | 48.6% | 75.8%-27.2pp | 82.5%-33.9pp | 69.6%-21.1pp |
| Annual return | 10.04% | 27.38%-17.3pp | 276.72%-266.7pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,741 | $5,681-16.6% | $6,843-30.7% | $3,741+26.7% |
| Admin fee / account holder | $7,683 | $6,053+26.9% | $9,312-17.5% | $5,306+44.8% |