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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 | $11,428 | $112,729-89.9% | $98,716-88.4% | $137,256-91.7% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.3%-7.4pp | 80.0%-18.1pp |
| Annual return | 2.33% | 38.48%-36.2pp | 31.81%-29.5pp | 220.34%-218.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,761 | $4,640-62.1% | $4,048-56.5% | $6,407-72.5% |
| Admin fee / account holder | $3,178 | $10,129-68.6% | $8,703-63.5% | $12,270-74.1% |