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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 | $27,502 | $37,156-26.0% | $83,854-67.2% | $86,983-68.4% |
| Participation rate | 20.0% | 49.1%-29.1pp | 59.1%-39.1pp | 69.5%-49.5pp |
| Annual return | 9.87% | 29.88%-20.0pp | 31.39%-21.5pp | 25.83%-16.0pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $700 | $1,418-50.6% | $2,035-65.6% | $4,194-83.3% |
| Admin fee / account holder | $4,617 | $2,510+84.0% | $3,197+44.4% | $7,856-41.2% |