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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 | $12,756 | $77,908-83.6% | $149,696-91.5% | $75,173-83.0% |
| Participation rate | 37.2% | 65.6%-28.4pp | 78.8%-41.6pp | 67.2%-30.0pp |
| Annual return | 11.68% | 31.73%-20.0pp | 134.46%-122.8pp | 160.72%-149.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,031 | $3,411-69.8% | $5,682-81.8% | $4,126-75.0% |
| Admin fee / account holder | $541 | $5,950-90.9% | $13,212-95.9% | $5,651-90.4% |