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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 | $72,471-70.2% | $94,215-77.1% | $86,983-75.2% |
| Participation rate | 40.0% | 63.9%-23.9pp | 70.0%-30.0pp | 69.5%-29.5pp |
| Annual return | 6.95% | 26.44%-19.5pp | 28.22%-21.3pp | 25.83%-18.9pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,688 | $3,397-50.3% | $4,276-60.5% | $4,194-59.8% |
| Admin fee / account holder | $41,807 | $6,468+546.4% | $10,216+309.2% | $7,856+432.2% |