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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 | $17,230 | $35,183-51.0% | $73,545-76.6% | $70,124-75.4% |
| Participation rate | 20.3% | 42.9%-22.6pp | 54.9%-34.6pp | 69.5%-49.2pp |
| Annual return | 10.73% | 26.90%-16.2pp | -15.16%+25.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $439 | $1,220-64.1% | $1,806-75.7% | $3,332-86.8% |
| Admin fee / account holder | $4,825 | $2,302+109.6% | $2,320+108.0% | $4,645+3.9% |