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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 | $22,769 | $45,041-49.4% | $63,003-63.9% | $70,131-67.5% |
| Participation rate | 46.4% | 69.5%-23.1pp | 74.8%-28.4pp | 69.5%-23.2pp |
| Annual return | 8.92% | 18.76%-9.8pp | 87.59%-78.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $782 | $2,465-68.3% | $3,329-76.5% | $3,332-76.5% |
| Admin fee / account holder | $1,342 | $2,836-52.7% | $3,600-62.7% | $4,645-71.1% |