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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 | $19,251 | $49,249-60.9% | $70,476-72.7% | $79,852-75.9% |
| Participation rate | 24.3% | 69.2%-44.8pp | 75.1%-50.7pp | 69.6%-45.3pp |
| Annual return | 3.92% | 30.09%-26.2pp | 109.12%-105.2pp | 31.72%-27.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,007 | $2,769-63.6% | $3,710-72.9% | $3,740-73.1% |
| Admin fee / account holder | $895 | $2,878-68.9% | $3,847-76.7% | $5,306-83.1% |