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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 | $25,714 | $48,364-46.8% | $71,796-64.2% | $62,881-59.1% |
| Participation rate | 69.2% | 60.6%+8.6pp | 69.1%+0.1pp | 69.3%-0.1pp |
| Annual return | 2.63% | 13.16%-10.5pp | 78.04%-75.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,065 | $2,091-49.1% | $2,794-61.9% | $3,203-66.8% |
| Admin fee / account holder | $642 | $3,771-83.0% | $4,815-86.7% | $4,296-85.0% |