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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 | $17,212 | $77,814-77.9% | $158,223-89.1% | $86,983-80.2% |
| Participation rate | 29.0% | 68.4%-39.4pp | 79.2%-50.2pp | 69.5%-40.5pp |
| Annual return | 11.84% | 30.54%-18.7pp | 52.09%-40.3pp | 25.83%-14.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,640 | $3,270-19.2% | $5,467-51.7% | $4,194-37.0% |
| Admin fee / account holder | $3,667 | $5,879-37.6% | $16,047-77.2% | $7,856-53.3% |