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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 | $14,832 | $45,050-67.1% | $63,018-76.5% | $70,126-78.8% |
| Participation rate | 46.7% | 69.5%-22.8pp | 74.8%-28.1pp | 69.5%-22.9pp |
| Annual return | 10.74% | 18.76%-8.0pp | 87.62%-76.9pp | 73.15%-62.4pp |
| Employer contribution / active EE | $811 | $2,052-60.5% | $2,761-70.6% | $2,343-65.4% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,600 | $2,834-43.5% | $3,601-55.6% | $4,645-65.6% |