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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 | $16,660 | $38,967-57.2% | $86,233-80.7% | $79,634-79.1% |
| Participation rate | 13.5% | 34.1%-20.6pp | 69.0%-55.6pp | 62.5%-49.0pp |
| Annual return | 10.40% | 49.90%-39.5pp | 61.39%-51.0pp | 36.46%-26.1pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $227 | $1,663-86.4% | $4,559-95.0% | $3,835-94.1% |
| Admin fee / account holder | $2,069 | $2,660-22.2% | $8,342-75.2% | $1,002+106.5% |