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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 | $18,614 | $45,082-58.7% | $69,464-73.2% | $72,975-74.5% |
| Participation rate | 22.6% | 68.5%-45.9pp | 74.6%-52.0pp | 69.5%-46.9pp |
| Annual return | 5.24% | 22.66%-17.4pp | 28.98%-23.7pp | 81.01%-75.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,061 | $2,604-59.2% | $3,536-70.0% | $3,608-70.6% |
| Admin fee / account holder | $676 | $3,057-77.9% | $3,840-82.4% | $5,124-86.8% |