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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 | $21,568 | $69,444-68.9% | $92,985-76.8% | $87,485-75.3% |
| Participation rate | 40.0% | 63.3%-23.3pp | 69.5%-29.5pp | 68.9%-28.9pp |
| Annual return | 6.95% | 23.85%-16.9pp | 27.99%-21.0pp | 26.06%-19.1pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,688 | $3,364-49.8% | $4,377-61.4% | $4,274-60.5% |
| Admin fee / account holder | $41,807 | $6,137+581.2% | $9,463+341.8% | $7,775+437.7% |