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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 | $12,555 | $59,440-78.9% | $78,004-83.9% | $82,637-84.8% |
| Participation rate | 52.0% | 62.8%-10.8pp | 69.4%-17.4pp | 68.1%-16.1pp |
| Annual return | 8.64% | 40.24%-31.6pp | 31.07%-22.4pp | 53.51%-44.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,007 | $3,138-4.2% | $4,092-26.5% | $4,126-27.1% |
| Admin fee / account holder | $6,894 | $5,504+25.3% | $7,578-9.0% | $7,339-6.1% |