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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 | $11,976 | $108,942-89.0% | $100,415-88.1% | $145,897-91.8% |
| Participation rate | 59.1% | 83.0%-23.9pp | 81.5%-22.4pp | 80.3%-21.2pp |
| Annual return | 0.86% | 58.27%-57.4pp | 49.47%-48.6pp | 552.29%-551.4pp |
| Employer contribution / active EE | $1,097 | $4,422-75.2% | $3,943-72.2% | $4,663-76.5% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,419 | $9,702-85.4% | $7,906-82.0% | $13,390-89.4% |