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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 | $12,063 | $76,407-84.2% | $150,298-92.0% | $82,448-85.4% |
| Participation rate | 31.7% | 66.4%-34.7pp | 77.8%-46.1pp | 68.1%-36.4pp |
| Annual return | 9.99% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $914 | $3,214-71.6% | $5,453-83.2% | $4,139-77.9% |
| Admin fee / account holder | $3,001 | $6,352-52.8% | $14,116-78.7% | $7,234-58.5% |