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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 | $23,111 | $41,377-44.1% | $109,313-78.9% | $62,881-63.2% |
| Participation rate | 7.7% | 57.5%-49.8pp | 71.3%-63.6pp | 69.3%-61.6pp |
| Annual return | -1.04% | 11.05%-12.1pp | 22.07%-23.1pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $927 | $2,045-54.7% | $3,166-70.7% | $3,203-71.1% |
| Admin fee / account holder | $8,147 | $2,884+182.5% | $5,666+43.8% | $4,296+89.6% |