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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 | $25,339 | $73,978-65.7% | $96,515-73.7% | $75,173-66.3% |
| Participation rate | 38.2% | 66.4%-28.2pp | 74.3%-36.1pp | 67.2%-29.0pp |
| Annual return | 11.06% | 26.72%-15.7pp | 35.73%-24.7pp | 160.72%-149.7pp |
| Employer contribution / active EE | $1,345 | $2,931-54.1% | $3,740-64.0% | $2,671-49.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,471 | $5,219+43.1% | $6,735+10.9% | $5,651+32.2% |