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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 | $26,644 | $73,787-63.9% | $98,716-73.0% | $82,448-67.7% |
| Participation rate | 65.2% | 61.4%+3.8pp | 69.3%-4.1pp | 68.1%-2.9pp |
| Annual return | 10.16% | 18.57%-8.4pp | 31.81%-21.6pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,389 | $3,081+10.0% | $4,048-16.3% | $4,139-18.1% |
| Admin fee / account holder | $1,623 | $6,500-75.0% | $8,703-81.3% | $7,234-77.6% |