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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 | $19,000 | $68,097-72.1% | $62,929-69.8% | $137,256-86.2% |
| Participation rate | 30.0% | 77.4%-47.4pp | 73.1%-43.1pp | 80.0%-50.0pp |
| Annual return | 1.25% | 1859.11%-1857.9pp | 1063.93%-1062.7pp | 220.34%-219.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,730 | $4,553+3.9% | $3,888+21.6% | $6,407-26.2% |
| Admin fee / account holder | $29,180 | $6,521+347.4% | $5,065+476.2% | $12,270+137.8% |