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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 | $74,535-64.3% | $100,712-73.5% | $82,637-67.8% |
| Participation rate | 65.2% | 61.2%+4.0pp | 69.3%-4.1pp | 68.1%-2.8pp |
| Annual return | 10.16% | 18.92%-8.8pp | 33.27%-23.1pp | 53.51%-43.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,389 | $3,074+10.2% | $4,085-17.0% | $4,126-17.9% |
| Admin fee / account holder | $1,623 | $6,576-75.3% | $9,256-82.5% | $7,339-77.9% |