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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 | $22,913 | $77,638-70.5% | $156,551-85.4% | $62,881-63.6% |
| Participation rate | 54.5% | 71.2%-16.7pp | 84.0%-29.5pp | 69.3%-14.8pp |
| Annual return | 4.01% | 50.33%-46.3pp | 32.23%-28.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,454 | $3,046-19.4% | $4,871-49.6% | $3,203-23.4% |
| Admin fee / account holder | $2,273 | $5,561-59.1% | $13,028-82.6% | $4,296-47.1% |