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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 | $17,116 | $57,057-70.0% | $85,009-79.9% | $80,874-78.8% |
| Participation rate | 61.3% | 56.4%+4.9pp | 67.5%-6.2pp | 67.6%-6.4pp |
| Annual return | 10.08% | 21.66%-11.6pp | 66.47%-56.4pp | 35.62%-25.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,556 | $3,112-50.0% | $4,522-65.6% | $4,297-63.8% |
| Admin fee / account holder | $6,777 | $4,986+35.9% | $6,153+10.1% | $6,935-2.3% |