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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 | $21,615 | $60,128-64.1% | $90,440-76.1% | $79,852-72.9% |
| Participation rate | 20.7% | 65.0%-44.3pp | 72.7%-52.0pp | 69.6%-48.9pp |
| Annual return | 9.20% | 71.95%-62.7pp | 1294.38%-1285.2pp | 31.72%-22.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,082 | $2,939-63.2% | $3,964-72.7% | $3,740-71.1% |
| Admin fee / account holder | $2,616 | $3,977-34.2% | $5,615-53.4% | $5,306-50.7% |