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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 | $21,566 | $100,139-78.5% | $85,187-74.7% | $145,884-85.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 6.93% | 84.15%-77.2pp | 66.67%-59.7pp | 551.85%-544.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,798 | $5,296-66.0% | $4,525-60.3% | $6,690-73.1% |
| Admin fee / account holder | $2,413 | $7,262-66.8% | $6,162-60.8% | $13,392-82.0% |