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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 | $15,979 | $61,125-73.9% | $94,057-83.0% | $87,485-81.7% |
| Participation rate | 25.0% | 64.1%-39.1pp | 73.3%-48.3pp | 68.9%-43.9pp |
| Annual return | 8.96% | 35.20%-26.2pp | 480.62%-471.7pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $789 | $3,260-75.8% | $4,709-83.2% | $4,274-81.5% |
| Admin fee / account holder | $1,147 | $5,629-79.6% | $7,244-84.2% | $7,775-85.3% |