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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 | $7,539 | $58,848-87.2% | $88,179-91.5% | $82,637-90.9% |
| Participation rate | 12.0% | 57.9%-45.9pp | 69.1%-57.1pp | 68.1%-56.1pp |
| Annual return | 4.21% | 22.76%-18.6pp | 64.97%-60.8pp | 53.51%-49.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $998 | $4,795-79.2% | $7,673-87.0% | $7,339-86.4% |