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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 | $25,721 | $52,279-50.8% | $89,435-71.2% | $79,856-67.8% |
| Participation rate | 30.8% | 57.5%-26.8pp | 68.0%-37.2pp | 69.6%-38.9pp |
| Annual return | 5.02% | 22.16%-17.1pp | 245.55%-240.5pp | 31.71%-26.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $996 | $2,740-63.6% | $3,890-74.4% | $3,741-73.4% |
| Admin fee / account holder | $10,826 | $3,356+222.5% | $4,884+121.6% | $5,306+104.0% |