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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 | $26,487 | $45,082-41.2% | $69,464-61.9% | $72,975-63.7% |
| Participation rate | 35.9% | 68.5%-32.6pp | 74.6%-38.7pp | 69.5%-33.6pp |
| Annual return | 3.09% | 22.66%-19.6pp | 28.98%-25.9pp | 81.01%-77.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $860 | $2,604-67.0% | $3,536-75.7% | $3,608-76.2% |
| Admin fee / account holder | $2,429 | $3,057-20.5% | $3,840-36.7% | $5,124-52.6% |