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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 | $76,407-75.0% | $150,298-87.3% | $82,448-76.8% |
| Participation rate | 50.9% | 66.4%-15.5pp | 77.8%-26.8pp | 68.1%-17.1pp |
| Annual return | 8.76% | 39.99%-31.2pp | 62.79%-54.0pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,602 | $3,214-50.2% | $5,453-70.6% | $4,139-61.3% |
| Admin fee / account holder | $786 | $6,352-87.6% | $14,116-94.4% | $7,234-89.1% |