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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 | $17,666 | $77,416-77.2% | $69,464-74.6% | $152,897-88.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 1.72% | 39.08%-37.4pp | 28.98%-27.3pp | 345.43%-343.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,580 | $4,413-41.5% | $3,536-27.0% | $5,851-55.9% |
| Admin fee / account holder | $2,771 | $6,208-55.4% | $3,840-27.9% | $11,599-76.1% |