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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 | $17,200 | $183,516-90.6% | $155,534-88.9% | $145,884-88.2% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 0.66% | 61.43%-60.8pp | 64.92%-64.3pp | 551.85%-551.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,231 | $6,467-50.0% | $5,630-42.6% | $6,690-51.7% |
| Admin fee / account holder | $8,839 | $19,293-54.2% | $15,900-44.4% | $13,392-34.0% |