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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 | $14,617 | $91,198-84.0% | $178,503-91.8% | $79,856-81.7% |
| Participation rate | 55.9% | 69.2%-13.3pp | 81.9%-26.0pp | 69.6%-13.8pp |
| Annual return | 7.32% | 24.20%-16.9pp | 151.12%-143.8pp | 31.71%-24.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,644 | $3,237-49.2% | $5,202-68.4% | $3,741-56.1% |
| Admin fee / account holder | $2,872 | $6,748-57.4% | $13,987-79.5% | $5,306-45.9% |