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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 | $22,514 | $69,248-67.5% | $64,101-64.9% | $139,466-83.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 7.31% | 45.95%-38.6pp | 33.72%-26.4pp | 373.66%-366.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,387 | $4,682-27.7% | $3,881-12.7% | $6,712-49.5% |
| Admin fee / account holder | $1,155 | $4,247-72.8% | $3,070-62.4% | $11,409-89.9% |