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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 | $22,864 | $75,541-69.7% | $152,093-85.0% | $82,637-72.3% |
| Participation rate | 21.7% | 66.5%-44.8pp | 77.8%-56.0pp | 68.1%-46.3pp |
| Annual return | 6.61% | 32.56%-25.9pp | 66.36%-59.7pp | 53.51%-46.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,357 | $3,206-57.7% | $5,451-75.1% | $4,126-67.1% |
| Admin fee / account holder | $11,482 | $6,405+79.3% | $14,497-20.8% | $7,339+56.5% |