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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 | $58,848-74.4% | $88,179-82.9% | $82,637-81.7% |
| Participation rate | 36.4% | 57.9%-21.5pp | 69.1%-32.8pp | 68.1%-31.7pp |
| Annual return | 12.32% | 22.76%-10.4pp | 64.97%-52.7pp | 53.51%-41.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,459 | $3,124-21.3% | $4,614-46.7% | $4,126-40.4% |
| Admin fee / account holder | $4,655 | $4,795-2.9% | $7,673-39.3% | $7,339-36.6% |