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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 | $15,365 | $48,053-68.0% | $84,628-81.8% | $72,975-78.9% |
| Participation rate | 24.4% | 57.6%-33.2pp | 68.2%-43.8pp | 69.5%-45.1pp |
| Annual return | 17.60% | 37.39%-19.8pp | 258.80%-241.2pp | 81.01%-63.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,006 | $2,681-62.5% | $3,900-74.2% | $3,608-72.1% |
| Admin fee / account holder | $5,857 | $3,395+72.5% | $4,914+19.2% | $5,124+14.3% |