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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 | $13,727 | $57,590-76.2% | $86,233-84.1% | $82,448-83.4% |
| Participation rate | 5.6% | 57.9%-52.2pp | 69.0%-63.4pp | 68.1%-62.4pp |
| Annual return | 13.22% | 22.41%-9.2pp | 61.39%-48.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $850 | $3,080-72.4% | $4,559-81.4% | $4,139-79.5% |
| Admin fee / account holder | $3,914 | $4,730-17.3% | $8,342-53.1% | $7,234-45.9% |