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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 | $25,222 | $72,269-65.1% | $101,271-75.1% | $79,852-68.4% |
| Participation rate | 64.6% | 68.5%-3.8pp | 75.8%-11.2pp | 69.6%-5.0pp |
| Annual return | 10.04% | 22.29%-12.3pp | 46.48%-36.4pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,671 | $3,282-49.1% | $4,371-61.8% | $3,740-55.3% |
| Admin fee / account holder | $766 | $4,401-82.6% | $5,948-87.1% | $5,306-85.6% |