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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 | $24,097 | $48,364-50.2% | $71,796-66.4% | $62,881-61.7% |
| Participation rate | 53.5% | 60.6%-7.1pp | 69.1%-15.6pp | 69.3%-15.8pp |
| Annual return | 1.72% | 13.16%-11.4pp | 78.04%-76.3pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,522 | $2,091+20.6% | $2,794-9.7% | $3,203-21.3% |
| Admin fee / account holder | $5,256 | $3,771+39.4% | $4,815+9.2% | $4,296+22.4% |