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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 | $20,149 | $77,962-74.2% | $178,540-88.7% | $80,935-75.1% |
| Participation rate | 22.5% | 65.7%-43.1pp | 77.1%-54.6pp | 67.7%-45.1pp |
| Annual return | 2.84% | 18.10%-15.3pp | 27.15%-24.3pp | 35.66%-32.8pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,576 | $4,404-64.2% | $6,281-74.9% | $4,299-63.3% |
| Admin fee / account holder | $3,894 | $7,156-45.6% | $10,424-62.6% | $6,924-43.8% |