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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 | $14,686 | $107,944-86.4% | $91,994-84.0% | $152,885-90.4% |
| Participation rate | 29.2% | 81.2%-52.0pp | 78.6%-49.5pp | 82.5%-53.3pp |
| Annual return | 10.84% | 89.26%-78.4pp | 69.03%-58.2pp | 345.39%-334.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,218 | $6,365-18.0% | $5,923-11.9% | $5,851-10.8% |
| Admin fee / account holder | $4,584 | $10,521-56.4% | $7,743-40.8% | $11,598-60.5% |