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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 | $28,687 | $211,239-86.4% | $178,528-83.9% | $145,877-80.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.14% | 30.22%-23.1pp | 27.11%-20.0pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,121 | $6,963-69.5% | $6,278-66.2% | $6,691-68.3% |
| Admin fee / account holder | $11,400 | $12,095-5.7% | $10,419+9.4% | $13,402-14.9% |