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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 | $26,839 | $71,197-62.3% | $93,669-71.3% | $80,925-66.8% |
| Participation rate | 28.3% | 60.4%-32.1pp | 68.7%-40.4pp | 67.7%-39.4pp |
| Annual return | 9.06% | 11.27%-2.2pp | 133.59%-124.5pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,395 | $4,036-65.4% | $4,416-68.4% | $4,299-67.6% |
| Admin fee / account holder | $2,029 | $6,959-70.8% | $8,291-75.5% | $6,940-70.8% |