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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 | $12,837 | $69,541-81.5% | $59,899-78.6% | $135,380-90.5% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.7%-44.7pp | 82.6%-52.6pp |
| Annual return | -9.37% | 7.95%-17.3pp | 3.46%-12.8pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,301 | $4,206-69.1% | $3,402-61.8% | $5,609-76.8% |
| Admin fee / account holder | $2,443 | $5,737-57.4% | $3,592-32.0% | $10,828-77.4% |