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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 | $19,739 | $52,580-62.5% | $71,671-72.5% | $70,126-71.9% |
| Participation rate | 45.2% | 60.9%-15.7pp | 68.7%-23.6pp | 69.5%-24.4pp |
| Annual return | 8.53% | 20.25%-11.7pp | 20.65%-12.1pp | 73.15%-64.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $916 | $2,386-61.6% | $3,438-73.4% | $3,332-72.5% |
| Admin fee / account holder | $1,302 | $3,653-64.4% | $5,558-76.6% | $4,645-72.0% |