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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 | $21,730 | $124,425-82.5% | $112,040-80.6% | $137,256-84.2% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 6.49% | 24.72%-18.2pp | 24.52%-18.0pp | 220.34%-213.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,639 | $5,718-18.9% | $5,098-9.0% | $6,407-27.6% |
| Admin fee / account holder | $22,678 | $15,207+49.1% | $12,098+87.4% | $12,270+84.8% |