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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 | $21,023 | $65,361-67.8% | $92,903-77.4% | $72,983-71.2% |
| Participation rate | 62.9% | 68.3%-5.5pp | 76.0%-13.1pp | 69.5%-6.6pp |
| Annual return | 13.90% | 42.11%-28.2pp | 109.43%-95.5pp | 81.01%-67.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,562 | $3,128-50.1% | $4,238-63.1% | $3,608-56.7% |
| Admin fee / account holder | $2,778 | $4,251-34.7% | $5,795-52.1% | $5,124-45.8% |