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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 | $14,098 | $110,379-87.2% | $102,412-86.2% | $145,884-90.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 8.37% | 24.84%-16.5pp | 24.94%-16.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,054 | $5,622-63.5% | $5,060-59.4% | $6,690-69.3% |
| Admin fee / account holder | $2,782 | $9,745-71.4% | $8,388-66.8% | $13,392-79.2% |