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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 | $21,464 | $52,580-59.2% | $71,671-70.1% | $70,126-69.4% |
| Participation rate | 33.9% | 60.9%-26.9pp | 68.7%-34.8pp | 69.5%-35.6pp |
| Annual return | 9.07% | 20.25%-11.2pp | 20.65%-11.6pp | 73.15%-64.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $889 | $2,386-62.8% | $3,438-74.2% | $3,332-73.3% |
| Admin fee / account holder | $7,623 | $3,653+108.7% | $5,558+37.1% | $4,645+64.1% |