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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 | $22,949 | $52,580-56.4% | $71,671-68.0% | $70,126-67.3% |
| Participation rate | 44.0% | 60.9%-16.9pp | 68.7%-24.7pp | 69.5%-25.5pp |
| Annual return | 8.99% | 20.25%-11.3pp | 20.65%-11.7pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,436 | $2,386-39.8% | $3,438-58.2% | $3,332-56.9% |
| Admin fee / account holder | $864 | $3,653-76.3% | $5,558-84.5% | $4,645-81.4% |