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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 | $22,693 | $71,197-68.1% | $93,669-75.8% | $80,925-72.0% |
| Participation rate | 7.1% | 60.4%-53.3pp | 68.7%-61.6pp | 67.7%-60.5pp |
| Annual return | 6.17% | 11.27%-5.1pp | 133.59%-127.4pp | 35.65%-29.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $319 | $6,959-95.4% | $8,291-96.2% | $6,940-95.4% |