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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 | $11,215 | $48,327-76.8% | $67,575-83.4% | $80,935-86.1% |
| Participation rate | 61.0% | 66.4%-5.4pp | 72.9%-11.9pp | 67.7%-6.7pp |
| Annual return | 7.59% | 18.31%-10.7pp | 3528.98%-3521.4pp | 35.66%-28.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,484 | $2,927-49.3% | $4,003-62.9% | $4,299-65.5% |
| Admin fee / account holder | $3,221 | $3,692-12.8% | $3,993-19.3% | $6,924-53.5% |