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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 | $15,087 | $57,590-73.8% | $86,233-82.5% | $82,448-81.7% |
| Participation rate | 36.4% | 57.9%-21.5pp | 69.0%-32.7pp | 68.1%-31.7pp |
| Annual return | 12.32% | 22.41%-10.1pp | 61.39%-49.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,459 | $3,080-20.2% | $4,559-46.1% | $4,139-40.6% |
| Admin fee / account holder | $4,655 | $4,730-1.6% | $8,342-44.2% | $7,234-35.7% |