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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 | $23,296 | $70,430-66.9% | $96,572-75.9% | $85,851-72.9% |
| Participation rate | 42.9% | 61.8%-19.0pp | 69.8%-27.0pp | 69.3%-26.5pp |
| Annual return | 8.99% | 18.58%-9.6pp | 37.79%-28.8pp | 318.63%-309.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,797 | $2,894-3.4% | $3,850-27.4% | $3,952-29.2% |
| Admin fee / account holder | $1,076 | $4,996-78.5% | $6,183-82.6% | $6,261-82.8% |