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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 | $12,510 | $45,087-72.3% | $69,483-82.0% | $72,976-82.9% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 3.76% | 22.67%-18.9pp | 28.99%-25.2pp | 81.02%-77.3pp |
| Employer contribution / active EE | $657 | $2,055-68.0% | $2,780-76.4% | $2,440-73.1% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,658 | $3,057-45.8% | $3,841-56.8% | $5,124-67.6% |