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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 | $17,009 | $77,920-78.2% | $149,723-88.6% | $75,177-77.4% |
| Participation rate | 16.0% | 65.6%-49.6pp | 78.8%-62.8pp | 67.2%-51.2pp |
| Annual return | 12.73% | 31.72%-19.0pp | 134.50%-121.8pp | 160.75%-148.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,108 | $3,411-67.5% | $5,682-80.5% | $4,126-73.1% |
| Admin fee / account holder | $11,552 | $5,951+94.1% | $13,215-12.6% | $5,651+104.4% |