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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 | $18,326 | $103,038-82.2% | $90,324-79.7% | $152,909-88.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 6.27% | 95.25%-89.0pp | 78.15%-71.9pp | 345.46%-339.2pp |
| Employer contribution / active EE | $933 | $3,141-70.3% | $2,856-67.3% | $4,764-80.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,332 | $6,177-78.4% | $5,356-75.1% | $11,601-88.5% |