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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 | $14,176 | $110,410-87.2% | $102,437-86.2% | $145,897-90.3% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 8.60% | 24.85%-16.3pp | 24.95%-16.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,928 | $5,622-65.7% | $5,060-61.9% | $6,689-71.2% |
| Admin fee / account holder | $8,364 | $9,745-14.2% | $8,388-0.3% | $13,390-37.5% |