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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 | $23,811 | $56,054-57.5% | $171,082-86.1% | $62,881-62.1% |
| Participation rate | 17.0% | 62.9%-45.9pp | 76.7%-59.7pp | 69.3%-52.3pp |
| Annual return | 5.03% | 22.52%-17.5pp | 32.56%-27.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,443 | $3,158-54.3% | $4,797-69.9% | $3,203-55.0% |
| Admin fee / account holder | $13,128 | $3,647+260.0% | $8,520+54.1% | $4,296+205.6% |