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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 | $30,527 | $52,279-41.6% | $89,414-65.9% | $79,852-61.8% |
| Participation rate | 14.8% | 57.5%-42.8pp | 68.0%-53.2pp | 69.6%-54.9pp |
| Annual return | 6.89% | 22.16%-15.3pp | 245.50%-238.6pp | 31.72%-24.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,224 | $2,740-55.3% | $3,890-68.5% | $3,740-67.3% |
| Admin fee / account holder | $9,893 | $3,356+194.7% | $4,883+102.6% | $5,306+86.4% |