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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 | $8,728 | $97,125-91.0% | $86,233-89.9% | $137,256-93.6% |
| Participation rate | 34.8% | 74.2%-39.4pp | 69.0%-34.2pp | 80.0%-45.2pp |
| Annual return | 5.31% | 74.19%-68.9pp | 61.39%-56.1pp | 220.34%-215.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,365 | $5,180-73.6% | $4,559-70.1% | $6,407-78.7% |
| Admin fee / account holder | $20,675 | $9,725+112.6% | $8,342+147.8% | $12,270+68.5% |