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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 | $19,137 | $77,920-75.4% | $149,723-87.2% | $75,177-74.5% |
| Participation rate | 23.0% | 65.6%-42.6pp | 78.8%-55.8pp | 67.2%-44.2pp |
| Annual return | 10.33% | 31.72%-21.4pp | 134.50%-124.2pp | 160.75%-150.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,441 | $3,411-57.7% | $5,682-74.6% | $4,126-65.1% |
| Admin fee / account holder | $7,840 | $5,951+31.8% | $13,215-40.7% | $5,651+38.7% |