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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 | $58,057-76.4% | $97,032-85.9% | $86,983-84.2% |
| Participation rate | 5.6% | 60.4%-54.7pp | 71.6%-65.9pp | 69.5%-63.9pp |
| Annual return | 13.22% | 22.26%-9.0pp | 35.38%-22.2pp | 25.83%-12.6pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $850 | $3,244-73.8% | $4,672-81.8% | $4,194-79.7% |
| Admin fee / account holder | $3,914 | $4,839-19.1% | $9,418-58.4% | $7,856-50.2% |