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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 | $13,407 | $81,331-83.5% | $155,534-91.4% | $80,935-83.4% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 9.97% | 33.37%-23.4pp | 64.92%-55.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,139 | $3,454-67.0% | $5,630-79.8% | $4,299-73.5% |
| Admin fee / account holder | $1,144 | $7,999-85.7% | $15,900-92.8% | $6,924-83.5% |