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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 | $16,447 | $76,407-78.5% | $150,298-89.1% | $82,448-80.1% |
| Participation rate | 12.7% | 66.4%-53.7pp | 77.8%-65.0pp | 68.1%-55.3pp |
| Annual return | 2.38% | 39.99%-37.6pp | 62.79%-60.4pp | 41.64%-39.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $882 | $3,214-72.6% | $5,453-83.8% | $4,139-78.7% |
| Admin fee / account holder | $28,051 | $6,352+341.6% | $14,116+98.7% | $7,234+287.7% |