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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 | $13,019 | $34,316-62.1% | $74,722-82.6% | $72,975-82.2% |
| Participation rate | 42.0% | 42.4%-0.4pp | 54.5%-12.5pp | 69.5%-27.5pp |
| Annual return | 17.33% | 26.58%-9.2pp | 753.11%-735.8pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $581 | $1,272-54.3% | $1,963-70.4% | $3,608-83.9% |
| Admin fee / account holder | $1,234 | $2,125-41.9% | $3,335-63.0% | $5,124-75.9% |