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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 | $18,668 | $81,358-77.1% | $155,556-88.0% | $80,959-76.9% |
| Participation rate | 43.9% | 66.3%-22.4pp | 78.2%-34.3pp | 67.7%-23.8pp |
| Annual return | 2.75% | 33.39%-30.6pp | 64.84%-62.1pp | 35.67%-32.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,933 | $3,455-15.1% | $5,631-47.9% | $4,300-31.8% |
| Admin fee / account holder | $16,852 | $7,994+110.8% | $15,885+6.1% | $6,925+143.3% |