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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 | $26,920 | $117,829-77.2% | $102,423-73.7% | $145,877-81.5% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 5.04% | 31.83%-26.8pp | 29.42%-24.4pp | 551.28%-546.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,509 | $5,732-38.8% | $5,054-30.6% | $6,691-47.5% |
| Admin fee / account holder | $3,624 | $13,335-72.8% | $9,455-61.7% | $13,402-73.0% |