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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 | $26,064 | $78,015-66.6% | $178,505-85.4% | $80,959-67.8% |
| Participation rate | 61.5% | 65.7%-4.1pp | 77.1%-15.6pp | 67.7%-6.1pp |
| Annual return | 9.87% | 18.10%-8.2pp | 27.16%-17.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,001 | $4,406-54.6% | $6,280-68.1% | $4,300-53.5% |
| Admin fee / account holder | $499 | $7,160-93.0% | $10,428-95.2% | $6,925-92.8% |