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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 | $24,528 | $43,075-43.1% | $74,577-67.1% | $62,881-61.0% |
| Participation rate | 25.4% | 58.1%-32.7pp | 68.1%-42.7pp | 69.3%-43.9pp |
| Annual return | 1.38% | 17.50%-16.1pp | 20.47%-19.1pp | 20.14%-18.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,313 | $2,389-45.1% | $3,458-62.0% | $3,203-59.0% |
| Admin fee / account holder | $7,645 | $2,840+169.2% | $4,138+84.7% | $4,296+78.0% |