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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 | $15,201 | $91,198-83.3% | $178,503-91.5% | $79,856-81.0% |
| Participation rate | 56.0% | 69.2%-13.2pp | 81.9%-25.9pp | 69.6%-13.6pp |
| Annual return | 2.79% | 24.20%-21.4pp | 151.12%-148.3pp | 31.71%-28.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,216 | $3,237-62.4% | $5,202-76.6% | $3,741-67.5% |
| Admin fee / account holder | $4,362 | $6,748-35.4% | $13,987-68.8% | $5,306-17.8% |