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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 | $14,220 | $85,171-83.3% | $172,752-91.8% | $72,975-80.5% |
| Participation rate | 48.4% | 70.1%-21.7pp | 82.6%-34.3pp | 69.5%-21.1pp |
| Annual return | 1.35% | 27.32%-26.0pp | 802.97%-801.6pp | 81.01%-79.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,041 | $3,260-37.4% | $5,198-60.7% | $3,608-43.4% |
| Admin fee / account holder | $1,187 | $5,880-79.8% | $13,955-91.5% | $5,124-76.8% |