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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 | $17,174 | $48,078-64.3% | $78,676-78.2% | $62,881-72.7% |
| Participation rate | 31.7% | 65.2%-33.5pp | 73.6%-41.9pp | 69.3%-37.6pp |
| Annual return | 3.91% | 31.36%-27.4pp | 62.19%-58.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $828 | $2,587-68.0% | $3,517-76.4% | $3,203-74.1% |
| Admin fee / account holder | $4,407 | $3,206+37.5% | $4,510-2.3% | $4,296+2.6% |