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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 | $5,231 | $37,156-85.9% | $83,854-93.8% | $86,983-94.0% |
| Participation rate | 13.9% | 49.1%-35.2pp | 59.1%-45.2pp | 69.5%-55.7pp |
| Annual return | 6.69% | 29.88%-23.2pp | 31.39%-24.7pp | 25.83%-19.1pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $577 | $1,418-59.3% | $2,035-71.6% | $4,194-86.2% |
| Admin fee / account holder | $2,566 | $2,510+2.2% | $3,197-19.7% | $7,856-67.3% |