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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 | $13,203 | $81,276-83.8% | $155,574-91.5% | $80,925-83.7% |
| Participation rate | 44.6% | 66.2%-21.6pp | 78.2%-33.6pp | 67.7%-23.0pp |
| Annual return | 8.64% | 33.36%-24.7pp | 64.87%-56.2pp | 35.65%-27.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,051 | $3,453-69.6% | $5,629-81.3% | $4,299-75.5% |
| Admin fee / account holder | $581 | $7,993-92.7% | $15,914-96.4% | $6,940-91.6% |