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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 | $65,327 | $65,027+0.5% | $90,970-28.2% | $79,852-18.2% |
| Participation rate | 22.2% | 61.6%-39.4pp | 69.0%-46.8pp | 69.6%-47.4pp |
| Annual return | 5.98% | 30.45%-24.5pp | 134.58%-128.6pp | 31.72%-25.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,453 | $2,512-42.1% | $3,373-56.9% | $3,740-61.1% |
| Admin fee / account holder | $8,049 | $4,535+77.5% | $5,960+35.0% | $5,306+51.7% |