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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 | $16,876 | $97,125-82.6% | $86,233-80.4% | $137,256-87.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 10.53% | 74.19%-63.7pp | 61.39%-50.9pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,094 | $5,180-59.6% | $4,559-54.1% | $6,407-67.3% |
| Admin fee / account holder | $10,411 | $9,725+7.1% | $8,342+24.8% | $12,270-15.2% |