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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 | $20,072 | $37,156-46.0% | $83,854-76.1% | $86,983-76.9% |
| Participation rate | 45.0% | 49.1%-4.1pp | 59.1%-14.1pp | 69.5%-24.5pp |
| Annual return | 6.16% | 29.88%-23.7pp | 31.39%-25.2pp | 25.83%-19.7pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $555 | $1,418-60.9% | $2,035-72.8% | $4,194-86.8% |
| Admin fee / account holder | $3,831 | $2,510+52.6% | $3,197+19.8% | $7,856-51.2% |