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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 | $23,812 | $59,804-60.2% | $81,982-71.0% | $79,856-70.2% |
| Participation rate | 27.7% | 61.6%-34.0pp | 69.3%-41.6pp | 69.6%-42.0pp |
| Annual return | 10.02% | 17.56%-7.5pp | 41.31%-31.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,116 | $2,695-58.6% | $3,722-70.0% | $3,741-70.2% |
| Admin fee / account holder | $878 | $4,288-79.5% | $5,665-84.5% | $5,306-83.5% |