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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 | $18,669 | $22,602-17.4% | $65,566-71.5% | $75,173-75.2% |
| Participation rate | 56.0% | 63.1%-7.1pp | 64.9%-8.9pp | 67.2%-11.2pp |
| Annual return | 11.63% | 71.13%-59.5pp | 47.40%-35.8pp | 160.72%-149.1pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,166 | $1,695-31.2% | $2,832-58.8% | $4,126-71.7% |
| Admin fee / account holder | $2,323 | $1,877+23.7% | $4,114-43.5% | $5,651-58.9% |