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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 | $22,955 | $81,331-71.8% | $155,534-85.2% | $80,935-71.6% |
| Participation rate | 8.5% | 66.3%-57.8pp | 78.2%-69.7pp | 67.7%-59.2pp |
| Annual return | 0.22% | 33.37%-33.2pp | 64.92%-64.7pp | 35.66%-35.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,843 | $3,454-46.6% | $5,630-67.3% | $4,299-57.1% |
| Admin fee / account holder | $26,084 | $7,999+226.1% | $15,900+64.1% | $6,924+276.7% |