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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 | $17,599 | $35,183-50.0% | $73,550-76.1% | $70,126-74.9% |
| Participation rate | 26.4% | 42.9%-16.5pp | 54.9%-28.5pp | 69.5%-43.1pp |
| Annual return | 11.38% | 26.90%-15.5pp | -15.16%+26.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $255 | $709-64.0% | $1,219-79.1% | $2,343-89.1% |
| Participant deferral / active EE | $1,486 | $1,220+21.8% | $1,804-17.6% | $3,332-55.4% |
| Admin fee / account holder | $8,568 | $2,302+272.2% | $2,320+269.4% | $4,645+84.4% |