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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 | $19,817 | $47,944-58.7% | $67,834-70.8% | $62,881-68.5% |
| Participation rate | 40.0% | 61.1%-21.1pp | 68.8%-28.8pp | 69.3%-29.3pp |
| Annual return | 3.42% | 11.77%-8.3pp | 138.47%-135.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,509 | $2,247-32.9% | $3,160-52.3% | $3,203-52.9% |
| Admin fee / account holder | $1,617 | $3,712-56.4% | $4,622-65.0% | $4,296-62.4% |