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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 | $17,462 | $103,038-83.1% | $90,324-80.7% | $152,909-88.6% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.5%-36.3pp |
| Annual return | 5.58% | 95.25%-89.7pp | 78.15%-72.6pp | 345.46%-339.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,820 | $4,282-57.5% | $3,885-53.2% | $5,851-68.9% |
| Admin fee / account holder | $730 | $6,177-88.2% | $5,356-86.4% | $11,601-93.7% |