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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 | $19,138 | $86,050-77.8% | $189,758-89.9% | $94,015-79.6% |
| Participation rate | 50.9% | 68.9%-18.0pp | 79.8%-28.9pp | 70.8%-19.9pp |
| Annual return | 8.76% | 17.77%-9.0pp | 52.62%-43.9pp | 17.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,602 | $3,349-52.2% | $5,856-72.6% | $4,249-62.3% |
| Admin fee / account holder | $786 | $6,627-88.1% | $20,388-96.1% | $8,951-91.2% |