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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 | $15,389 | $180,749-91.5% | $160,784-90.4% | $137,256-88.8% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.0%-47.0pp | 80.0%-50.0pp |
| Annual return | 4.13% | 2234.46%-2230.3pp | 1803.92%-1799.8pp | 220.34%-216.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,271 | $6,844-81.4% | $6,293-79.8% | $6,407-80.2% |
| Admin fee / account holder | $11,159 | $10,397+7.3% | $9,717+14.8% | $12,270-9.1% |