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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 | $14,359 | $52,279-72.5% | $89,435-83.9% | $79,856-82.0% |
| Participation rate | 15.0% | 57.5%-42.5pp | 68.0%-53.0pp | 69.6%-54.6pp |
| Annual return | 11.30% | 22.16%-10.9pp | 245.55%-234.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,189 | $2,740-56.6% | $3,890-69.4% | $3,741-68.2% |
| Admin fee / account holder | $4,214 | $3,356+25.6% | $4,884-13.7% | $5,306-20.6% |