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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 | $19,448 | $56,054-65.3% | $171,082-88.6% | $62,881-69.1% |
| Participation rate | 39.4% | 62.9%-23.5pp | 76.7%-37.3pp | 69.3%-29.9pp |
| Annual return | 0.08% | 22.52%-22.4pp | 32.56%-32.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,096 | $3,158-65.3% | $4,797-77.1% | $3,203-65.8% |
| Admin fee / account holder | $9,028 | $3,647+147.6% | $8,520+6.0% | $4,296+110.2% |