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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 | $70,366-87.8% | $66,674-87.1% | $138,895-93.8% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.7%-36.2pp | 79.9%-42.4pp |
| Annual return | 8.25% | 386.41%-378.2pp | 321.24%-313.0pp | 145.39%-137.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $761 | $4,374-82.6% | $4,084-81.4% | $6,396-88.1% |
| Admin fee / account holder | $8,253 | $5,262+56.8% | $5,098+61.9% | $12,562-34.3% |