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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 | $11,192 | $49,897-77.6% | $80,648-86.1% | $75,177-85.1% |
| Participation rate | 32.7% | 55.3%-22.6pp | 67.0%-34.3pp | 67.2%-34.5pp |
| Annual return | 7.99% | 34.68%-26.7pp | 937.21%-929.2pp | 160.75%-152.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $856 | $2,992-71.4% | $4,443-80.7% | $4,126-79.3% |
| Admin fee / account holder | $1,855 | $3,579-48.2% | $5,382-65.5% | $5,651-67.2% |