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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 | $27,766 | $53,128-47.7% | $86,582-67.9% | $70,126-60.4% |
| Participation rate | 48.4% | 65.3%-16.9pp | 73.5%-25.2pp | 69.5%-21.2pp |
| Annual return | 10.47% | 27.66%-17.2pp | 965.08%-954.6pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,042 | $2,695-61.3% | $3,609-71.1% | $3,332-68.7% |
| Admin fee / account holder | $464 | $3,584-87.1% | $4,904-90.5% | $4,645-90.0% |