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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 | $22,842 | $63,082-63.8% | $81,726-72.1% | $79,856-71.4% |
| Participation rate | 65.6% | 67.5%-1.9pp | 72.0%-6.4pp | 69.6%-4.0pp |
| Annual return | 6.50% | 22.66%-16.2pp | 29.49%-23.0pp | 31.71%-25.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,155 | $2,780-58.5% | $7,108-83.8% | $3,741-69.1% |
| Admin fee / account holder | $785 | $4,428-82.3% | $5,160-84.8% | $5,306-85.2% |