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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 | $75,541-84.0% | $152,093-92.1% | $82,637-85.4% |
| Participation rate | 31.7% | 66.5%-34.9pp | 77.8%-46.1pp | 68.1%-36.4pp |
| Annual return | 9.99% | 32.56%-22.6pp | 66.36%-56.4pp | 53.51%-43.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $914 | $3,206-71.5% | $5,451-83.2% | $4,126-77.8% |
| Admin fee / account holder | $3,001 | $6,405-53.1% | $14,497-79.3% | $7,339-59.1% |