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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 | $26,053 | $63,342-58.9% | $92,236-71.8% | $70,131-62.9% |
| Participation rate | 67.9% | 68.7%-0.7pp | 76.5%-8.6pp | 69.5%-1.6pp |
| Annual return | 11.17% | 530.15%-519.0pp | 176.29%-165.1pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,277 | $2,471-7.9% | $3,679-38.1% | $2,342-2.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $362 | $3,840-90.6% | $5,194-93.0% | $4,645-92.2% |