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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 | $23,854 | $58,828-59.5% | $78,002-69.4% | $62,881-62.1% |
| Participation rate | 40.6% | 71.1%-30.4pp | 75.5%-34.9pp | 69.3%-28.7pp |
| Annual return | 2.57% | 17.16%-14.6pp | 425.99%-423.4pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,493 | $2,686-44.4% | $3,497-57.3% | $3,203-53.4% |
| Admin fee / account holder | $9,266 | $4,393+110.9% | $5,481+69.1% | $4,296+115.7% |