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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 | $8,591 | $72,071-88.1% | $68,368-87.4% | $137,256-93.7% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 8.25% | 353.14%-344.9pp | 292.57%-284.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $761 | $4,410-82.8% | $4,123-81.6% | $6,407-88.1% |
| Admin fee / account holder | $8,253 | $5,336+54.7% | $5,150+60.3% | $12,270-32.7% |