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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 | $24,002 | $76,407-68.6% | $150,298-84.0% | $82,448-70.9% |
| Participation rate | 60.7% | 66.4%-5.7pp | 77.8%-17.0pp | 68.1%-7.4pp |
| Annual return | 11.80% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,968 | $3,214-38.8% | $5,453-63.9% | $4,139-52.5% |
| Admin fee / account holder | $4,003 | $6,352-37.0% | $14,116-71.6% | $7,234-44.7% |