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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 | $18,517 | $129,737-85.7% | $119,126-84.5% | $154,746-88.0% |
| Participation rate | 31.3% | 78.9%-47.6pp | 75.8%-44.5pp | 80.7%-49.5pp |
| Annual return | 8.08% | 379.08%-371.0pp | 282.11%-274.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,531 | $5,842-39.6% | $5,318-33.6% | $6,730-47.5% |
| Admin fee / account holder | $16,968 | $11,961+41.9% | $10,693+58.7% | $14,365+18.1% |