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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 | $111,814-85.0% | $93,654-82.1% | $145,959-88.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 7.54% | 203.30%-195.8pp | 133.34%-125.8pp | 561.95%-554.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,581 | $4,914-47.5% | $4,413-41.5% | $6,689-61.4% |
| Admin fee / account holder | $9,653 | $10,246-5.8% | $8,282+16.5% | $13,398-28.0% |