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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 | $12,336 | $100,970-87.8% | $96,576-87.2% | $137,256-91.0% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 12.65% | 38.16%-25.5pp | 38.47%-25.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,035 | $3,809-46.6% | $3,553-42.7% | $4,156-51.0% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,966 | $11,312-73.8% | $11,381-73.9% | $12,270-75.8% |