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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 | $21,175 | $66,402-68.1% | $109,907-80.7% | $85,847-75.3% |
| Participation rate | 64.3% | 63.9%+0.4pp | 74.2%-9.9pp | 69.3%-5.0pp |
| Annual return | 3.46% | 19.59%-16.1pp | 29.46%-26.0pp | 318.61%-315.2pp |
| Employer contribution / active EE | $824 | $1,687-51.1% | $2,844-71.0% | $2,565-67.9% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,904 | $4,557-14.3% | $6,069-35.7% | $6,261-37.6% |