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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 | $26,203 | $84,236-68.9% | $170,439-84.6% | $70,124-62.6% |
| Participation rate | 68.8% | 70.8%-2.1pp | 83.6%-14.8pp | 69.5%-0.8pp |
| Annual return | 11.20% | 23.06%-11.9pp | 205.94%-194.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,283 | $3,086+6.4% | $4,939-33.5% | $3,332-1.5% |
| Admin fee / account holder | $8,066 | $5,698+41.6% | $13,881-41.9% | $4,645+73.6% |