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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 | $17,430 | $49,255-64.6% | $70,494-75.3% | $79,856-78.2% |
| Participation rate | 46.4% | 69.2%-22.7pp | 75.1%-28.6pp | 69.6%-23.2pp |
| Annual return | 2.05% | 30.10%-28.1pp | 109.16%-107.1pp | 31.71%-29.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,278 | $2,768-53.8% | $3,711-65.5% | $3,741-65.8% |
| Admin fee / account holder | $2,079 | $2,879-27.8% | $3,848-46.0% | $5,306-60.8% |