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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 | $77,814-70.6% | $158,223-85.5% | $86,983-73.7% |
| Participation rate | 21.7% | 68.4%-46.7pp | 79.2%-57.5pp | 69.5%-47.8pp |
| Annual return | 6.61% | 30.54%-23.9pp | 52.09%-45.5pp | 25.83%-19.2pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,357 | $3,270-58.5% | $5,467-75.2% | $4,194-67.6% |
| Admin fee / account holder | $11,482 | $5,879+95.3% | $16,047-28.4% | $7,856+46.2% |