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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 | $15,937 | $47,848-66.7% | $81,473-80.4% | $70,126-77.3% |
| Participation rate | 46.2% | 58.3%-12.1pp | 68.0%-21.8pp | 69.5%-23.4pp |
| Annual return | 11.49% | 27.25%-15.8pp | 38.78%-27.3pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,028 | $2,453-58.1% | $3,537-70.9% | $3,332-69.1% |
| Admin fee / account holder | $989 | $3,145-68.6% | $4,561-78.3% | $4,645-78.7% |