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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 | $14,292 | $56,124-74.5% | $96,144-85.1% | $85,854-83.4% |
| Participation rate | 56.3% | 56.7%-0.5pp | 68.4%-12.2pp | 69.3%-13.1pp |
| Annual return | 6.97% | 42.30%-35.3pp | 191.96%-185.0pp | 318.56%-311.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,262 | $2,859+14.1% | $4,349-25.0% | $3,952-17.5% |
| Admin fee / account holder | $5,540 | $3,769+47.0% | $5,537+0.1% | $6,260-11.5% |