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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 | $16,781 | $96,643-82.6% | $86,617-80.6% | $139,456-88.0% |
| Participation rate | 22.2% | 74.4%-52.2pp | 71.7%-49.5pp | 80.3%-58.1pp |
| Annual return | 7.02% | 106.57%-99.6pp | 591.91%-584.9pp | 373.45%-366.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $394 | $6,406-93.8% | $5,613-93.0% | $11,407-96.5% |