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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 | $12,867 | $92,798-86.1% | $96,707-86.7% | $137,256-90.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 5.73% | 31.24%-25.5pp | 34.78%-29.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,602 | $4,147-61.4% | $4,191-61.8% | $4,156-61.5% |
| Participant deferral / active EE | $2,639 | $5,877-55.1% | $5,997-56.0% | $6,407-58.8% |
| Admin fee / account holder | $146,037 | $7,946+1738.0% | $7,503+1846.4% | $12,270+1090.2% |