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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 | $29,957 | $51,222-41.5% | $70,544-57.5% | $75,173-60.1% |
| Participation rate | 50.8% | 61.0%-10.1pp | 68.4%-17.5pp | 67.2%-16.4pp |
| Annual return | 11.73% | 30.06%-18.3pp | 32.79%-21.1pp | 160.72%-149.0pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,952 | $2,850-31.5% | $4,568-57.3% | $4,126-52.7% |
| Admin fee / account holder | $8,586 | $4,096+109.6% | $6,427+33.6% | $5,651+51.9% |