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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 | $14,651 | $61,815-76.3% | $97,295-84.9% | $80,959-81.9% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.7%-18.8pp | 67.7%-13.8pp |
| Annual return | 8.80% | -558.73%+567.5pp | 75.62%-66.8pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,258 | $3,027-58.4% | $4,264-70.5% | $4,300-70.7% |
| Admin fee / account holder | $16,044 | $5,166+210.6% | $5,646+184.2% | $6,925+131.7% |