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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 | $11,151 | $58,275-80.9% | $81,844-86.4% | $80,935-86.2% |
| Participation rate | 37.0% | 63.5%-26.4pp | 72.4%-35.3pp | 67.7%-30.6pp |
| Annual return | 10.06% | 41.82%-31.8pp | 778.87%-768.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $793 | $3,285-75.9% | $4,323-81.7% | $4,299-81.6% |
| Admin fee / account holder | $1,974 | $4,749-58.4% | $7,355-73.2% | $6,924-71.5% |