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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 | $117,859-77.2% | $102,438-73.7% | $145,959-81.6% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 5.04% | 31.72%-26.7pp | 29.37%-24.3pp | 561.95%-556.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,509 | $5,732-38.8% | $5,054-30.6% | $6,689-47.5% |
| Admin fee / account holder | $3,624 | $13,318-72.8% | $9,448-61.6% | $13,398-73.0% |