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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 | $20,243 | $29,319-31.0% | $52,425-61.4% | $82,448-75.4% |
| Participation rate | 19.7% | 46.9%-27.2pp | 55.6%-35.9pp | 68.1%-48.4pp |
| Annual return | 12.36% | 535.20%-522.8pp | 302.12%-289.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $648 | $1,171-44.7% | $1,790-63.8% | $4,139-84.3% |
| Admin fee / account holder | $1,578 | $1,962-19.6% | $2,495-36.8% | $7,234-78.2% |