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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 | $24,954 | $63,845-60.9% | $81,370-69.3% | $80,959-69.2% |
| Participation rate | 7.7% | 63.9%-56.2pp | 69.5%-61.8pp | 67.7%-60.0pp |
| Annual return | 5.74% | 16.37%-10.6pp | 24.85%-19.1pp | 35.67%-29.9pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,459 | $3,093-20.5% | $3,885-36.7% | $4,300-42.8% |
| Admin fee / account holder | $36,289 | $5,688+537.9% | $5,749+531.2% | $6,925+424.0% |