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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 | $16,730 | $111,830-85.0% | $93,696-82.1% | $145,884-88.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 7.54% | 204.08%-196.5pp | 133.74%-126.2pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,581 | $4,920-47.5% | $4,417-41.6% | $6,690-61.4% |
| Admin fee / account holder | $9,653 | $10,249-5.8% | $8,287+16.5% | $13,392-27.9% |