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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 | $99,053-91.2% | $88,179-90.1% | $138,895-93.7% |
| Participation rate | 34.8% | 74.2%-39.5pp | 69.1%-34.4pp | 79.9%-45.1pp |
| Annual return | 5.31% | 78.17%-72.9pp | 64.97%-59.7pp | 145.39%-140.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,365 | $5,225-73.9% | $4,614-70.4% | $6,396-78.7% |
| Admin fee / account holder | $20,675 | $8,748+136.3% | $7,673+169.4% | $12,562+64.6% |