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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 | $78,690-75.7% | $161,489-88.1% | $87,485-78.1% |
| Participation rate | 50.9% | 67.5%-16.5pp | 78.7%-27.8pp | 68.9%-18.0pp |
| Annual return | 8.76% | 32.74%-24.0pp | 89.72%-81.0pp | 26.06%-17.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,602 | $3,311-51.6% | $5,630-71.5% | $4,274-62.5% |
| Admin fee / account holder | $786 | $6,724-88.3% | $16,006-95.1% | $7,775-89.9% |